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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 %
CAP
326
Columbia Advisory Partners
Washington
$348K -$242K -5,396 -41%
AWA
327
Arete Wealth Advisors
Illinois
$347K -$12.4K -275 -3%
BTWM
328
Baker Tilly Wealth Management
Wisconsin
$346K +$31.4K +700 +10%
PWP
329
Principle Wealth Partners
Connecticut
$343K
AIP
330
Ahrens Investment Partners
Louisiana
$341K -$13.5K -300 -4%
CA
331
Continuum Advisory
Idaho
$341K -$80.6K -1,796 -19%
ZIG
332
Zullo Investment Group
Pennsylvania
$340K +$7.63K +170 +2%
JWM
333
Jackson Wealth Management
Florida
$338K +$86.3K +1,923 +34%
MCC
334
Money Concepts Capital
Florida
$338K -$2.15M -99,812 -86%
CWG
335
Crown Wealth Group
North Carolina
$337K -$1.53K -34 -0.5%
SEP
336
Southland Equity Partners
Missouri
$332K +$39.4K +878 +13%
CIBC World Market
337
CIBC World Market
Ontario, Canada
$326K +$37.4K +834 +13%
CP
338
Castleview Partners
Texas
$325K +$13.1K +291 +4%
FC
339
Forte Capital
New York
$325K -$9.92K -221 -3%
AWM
340
Apollon Wealth Management
South Carolina
$321K -$987 -22 -0.3%
SFWC
341
Strategic Family Wealth Counselors
New Jersey
$318K +$18.9K +421 +6%
Qube Research & Technologies (QRT)
342
Qube Research & Technologies (QRT)
United Kingdom
$316K +$308K +6,863 +3,771%
PFG
343
Prosperity Financial Group
California
$313K +$5.34K +119 +2%
1W
344
1776 Wealth
Georgia
$308K
PBF
345
Petix & Botte Financial
California
$308K +$308K +6,869 New
KIG
346
Kowal Investment Group
Wisconsin
$305K -$22.6K -503 -7%
FPCG
347
Forum Private Client Group
Indiana
$302K +$13K +289 +4%
EE
348
EWG Elevate
California
$298K -$4.67M -104,140 -94%
VCP
349
Vista Capital Partners
Oregon
$296K +$296K +6,595 New
GFA
350
Gallagher Fiduciary Advisors
Illinois
$295K +$295K +6,584 New