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First Trust Rising Dividend Achievers ETF

405 hedge funds and large institutions have $5.47B invested in First Trust Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-19
Holders Change %
-4.48%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.79%
New
33
Increased
207
Reduced
135
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
301
Pursue Wealth Partners
California
$409K +$409K +10,000 New
AIC
302
Archer Investment Corporation
Indiana
$403K +$28.3K +692 +8%
AW
303
ACG Wealth
Georgia
$396K +$47.9K +1,171 +14%
AWG
304
Altus Wealth Group
Colorado
$388K -$136K -2,872 -26%
TI
305
tru Independence
Oregon
$383K -$45.6K -1,116 -11%
CF
306
Centaurus Financial
California
$383K -$9.65K -236 -2%
SEP
307
Southland Equity Partners
Missouri
$382K -$7.94K -194 -2%
GW
308
GW & Wade
Massachusetts
$381K -$655 -16 -0.2%
CWG
309
Crown Wealth Group
North Carolina
$369K +$16.4K +400 +5%
ARC
310
Advisor Resource Council
Texas
$365K +$198K +4,837 +118%
OPA
311
Old Port Advisors
Maine
$360K
ACG
312
Allen Capital Group
Nebraska
$355K
PPW
313
Pinnacle Private Wealth
Massachusetts
$354K +$22.7K +555 +7%
RDWM
314
Red Door Wealth Management
Tennessee
$350K
SWM
315
Stockman Wealth Management
Montana
$349K -$26K -635 -7%
KWS
316
Keystone Wealth Services
California
$341K -$236K -5,771 -41%
OCM
317
One Capital Management
California
$340K -$17.3M -423,647 -98%
APWA
318
Atlas Private Wealth Advisors
New Jersey
$333K +$88.9K +2,172 +36%
AWA
319
Arete Wealth Advisors
Illinois
$326K +$83.5K +2,037 +34%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$323K +$9.34K +228 +3%
DI
321
DFPG Investments
Utah
$321K +$2.17K +52 +0.7%
TP
322
Tranquility Partners
Tennessee
$316K -$89.8K -2,196 -22%
LI
323
LVZ Inc
Michigan
$308K
KIG
324
Kowal Investment Group
Wisconsin
$304K +$304K +7,426 New
AF
325
Apexium Financial
Texas
$300K +$300K +7,332 New