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First Trust Rising Dividend Achievers ETF

430 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
Holders Change %
0%
% of All Funds
6.78%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.62%
New
33
Increased
169
Reduced
192
Closed
26
Calls
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$2.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
301
Lion Street Advisors
Texas
$622K -$592K -11,830 -49%
IAN
302
Integrated Advisors Network
Texas
$592K -$7.02K -149 -1%
FZCM
303
Flynn Zito Capital Management
New York
$591K -$78.8K -1,673 -12%
VAS
304
Vestmark Advisory Solutions
Massachusetts
$585K +$101K +2,146 +21%
KFA
305
Kapstone Financial Advisors
Ohio
$575K +$121K +2,441 +26%
PA
306
PSI Advisors
Florida
$569K -$254K -5,387 -31%
BCM
307
Barometer Capital Management
Ontario, Canada
$565K -$39.6K -840 -7%
HSA
308
HBK Sorce Advisory
Pennsylvania
$538K -$105K -2,234 -16%
TP
309
Tranquility Partners
Tennessee
$538K +$53.8K +1,143 +11%
KWS
310
Keystone Wealth Services
California
$536K -$6.41K -136 -1%
CF
311
Centaurus Financial
California
$534K +$310K +6,582 +139%
SAM
312
Sequent Asset Management
Texas
$529K -$63.6K -1,350 -11%
CW
313
CreativeOne Wealth
Kansas
$515K -$149K -3,159 -22%
GWM
314
Greenwich Wealth Management
Connecticut
$503K -$1.23M -26,159 -71%
NWMG
315
National Wealth Management Group
Ohio
$493K +$84.6K +1,733 +21%
IF
316
Intrua Financial
Texas
$481K +$23.5K +499 +5%
M1FG
317
Mach-1 Financial Group
Arkansas
$480K +$330K +7,008 +221%
AWM
318
Accurate Wealth Management
Florida
$476K +$476K +9,929 New
VWA
319
V Wealth Advisors
Kansas
$473K +$9.61K +204 +2%
EWM
320
Echo Wealth Management
Minnesota
$468K -$1.45K -30 -0.3%
WA
321
Win Advisors
Florida
$447K +$447K +11,608 New
PCIA
322
Prime Capital Investment Advisors
Kansas
$442K +$442K +9,378 New
OL
323
Owen LaRue
Kentucky
$437K +$143K +3,006 +48%
OFS
324
OneAscent Financial Services
Alabama
$433K -$29.5K -626 -6%
SMC
325
Smith, Moore & Co
Missouri
$427K +$60.3K +1,280 +16%