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First Trust Rising Dividend Achievers ETF

430 hedge funds and large institutions have $5.27B invested in First Trust Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 191 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
6.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.69%
New
46
Increased
155
Reduced
191
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
301
DAGCO Inc
Ohio
$539K -$105K -2,334 -16%
KWS
302
Keystone Wealth Services
California
$516K -$188K -4,185 -27%
TP
303
Tranquility Partners
Tennessee
$461K +$50.9K +1,134 +12%
VAS
304
Vestmark Advisory Solutions
Massachusetts
$461K +$150K +3,346 +48%
APWA
305
Atlas Private Wealth Advisors
New Jersey
$458K +$5.65K +126 +1%
VWA
306
V Wealth Advisors
Kansas
$442K -$23.5K -524 -5%
OFS
307
OneAscent Financial Services
Alabama
$440K +$135K +3,002 +44%
EWM
308
Echo Wealth Management
Minnesota
$436K -$59.5K -1,327 -12%
CPIG
309
Chicago Partners Investment Group
Illinois
$432K
IF
310
Intrua Financial
Texas
$420K +$41.8K +966 +11%
KFA
311
Kapstone Financial Advisors
Ohio
$420K +$10.1K +222 +2%
EC
312
EdgeRock Capital
Colorado
$418K -$23.9K -532 -5%
CA
313
Calton & Associates
Florida
$415K +$204K +4,550 +97%
SS
314
Simplicity Solutions
Minnesota
$392K +$132K +2,942 +51%
LI
315
LVZ Inc
Michigan
$390K +$97.1K +2,163 +33%
CL
316
Choreo LLC
Illinois
$386K +$386K +8,597 New
SWM
317
SFG Wealth Management
Maryland
$384K -$9.65K -215 -2%
DC
318
Davenport & Co
Virginia
$372K -$36.3K -809 -9%
TCM
319
True Capital Management
California
$371K -$37.5K -836 -9%
PWM
320
Prosperity Wealth Management
California
$369K -$59K -1,316 -14%
NWMG
321
National Wealth Management Group
Ohio
$362K -$70.9K -1,638 -16%
PI
322
PFG Investments
New York
$360K +$360K +8,027 New
OPA
323
Old Port Advisors
Maine
$354K
GW
324
GW & Wade
Massachusetts
$351K +$351K +7,825 New
SMC
325
Smith, Moore & Co
Missouri
$349K +$15.7K +350 +5%