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First Trust Rising Dividend Achievers ETF

501 hedge funds and large institutions have $7.14B invested in First Trust Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 182 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.34%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
86
Increased
195
Reduced
182
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
301
Atlas Private Wealth Advisors
New Jersey
$837K -$106K -2,059 -11%
BCM
302
Barometer Capital Management
Ontario, Canada
$832K +$305K +5,910 +58%
NEWAS
303
N.E.W. Advisory Services
Wisconsin
$827K -$2.01M -38,819 -71%
WI
304
Wintrust Investments
Illinois
$822K -$124K -2,404 -13%
SEA
305
Stegent Equity Advisors
Texas
$821K +$35K +678 +4%
EA
306
Eudaimonia Advisors
Tennessee
$803K -$16.2K -313 -2%
CFCI
307
Comprehensive Financial Consultants Institutional
Indiana
$801K +$15.5K +300 +2%
RWP
308
RWA Wealth Partners
Massachusetts
$799K +$799K +15,459 New
PPP
309
Private Portfolio Partners
New Jersey
$771K -$24.4K -472 -3%
SFPG
310
Stonebridge Financial Planning Group
Florida
$762K +$228K +4,417 +43%
CAM
311
Cresset Asset Management
Illinois
$755K +$2.69K +52 +0.4%
CWA
312
Clarus Wealth Advisors
Arizona
$744K +$744K +14,870 New
WW
313
Waterfront Wealth
Kansas
$740K -$14.5K -280 -2%
CPIG
314
Chicago Partners Investment Group
Illinois
$739K +$970 +19 +0.1%
TP
315
Tranquility Partners
Tennessee
$736K +$60.9K +1,178 +9%
PFA
316
Pinnacle Family Advisors
Missouri
$718K +$66.1K +1,279 +10%
PBF
317
Petix & Botte Financial
California
$710K
PPWM
318
Paragon Private Wealth Management
Kentucky
$704K -$55K -1,064 -7%
SAI
319
Savvy Advisors Inc
New York
$704K +$704K +13,616 New
PAS
320
Park Avenue Securities
New York
$696K +$27.7K +536 +4%
CAM
321
Creekmur Asset Management
Illinois
$691K +$691K +13,372 New
YIH
322
Y-Intercept (HK)
Hong Kong
$670K +$670K +12,958 New
FFA
323
Farther Finance Advisors
California
$655K -$340K -6,572 -34%
OFS
324
OneAscent Financial Services
Alabama
$654K +$144K +2,793 +28%
RIA
325
Realta Investment Advisors
Delaware
$650K -$171K -3,318 -21%