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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 %
EC
326
EdgeRock Capital
Colorado
$403K -$36.4K -773 -8%
SFWC
327
Strategic Family Wealth Counselors
New Jersey
$396K +$62.5K +1,326 +19%
SWM
328
SFG Wealth Management
Maryland
$395K -$7.73K -164 -2%
1W
329
1776 Wealth
Georgia
$388K +$64.8K +1,375 +20%
ZIG
330
Zullo Investment Group
Pennsylvania
$370K +$12.4K +263 +3%
CL
331
Choreo LLC
Illinois
$369K -$35.8K -760 -9%
GW
332
GW & Wade
Massachusetts
$369K
BTWM
333
Baker Tilly Wealth Management
Wisconsin
$363K
AWA
334
Arete Wealth Advisors
Illinois
$362K -$2.12K -45 -0.6%
PWP
335
Principle Wealth Partners
Connecticut
$359K -$2.03K -43 -0.6%
LI
336
LVZ Inc
Michigan
$355K -$54.2K -1,150 -13%
CAP
337
Columbia Advisory Partners
Washington
$355K -$10.6K -225 -3%
CIBC World Market
338
CIBC World Market
Ontario, Canada
$350K +$7.3K +155 +2%
SEP
339
Southland Equity Partners
Missouri
$344K -$4.99K -106 -1%
CP
340
Castleview Partners
Texas
$340K -$801 -17 -0.2%
PFG
341
Prosperity Financial Group
California
$329K +$518 +11 +0.2%
KIG
342
Kowal Investment Group
Wisconsin
$321K +$612 +13 +0.2%
CA
343
Continuum Advisory
Idaho
$319K -$39K -828 -11%
Fidelity Investments
344
Fidelity Investments
Massachusetts
$319K +$87.4K +1,855 +38%
FC
345
Forte Capital
New York
$318K -$22.5K -478 -7%
PSF
346
Pacific Sun Financial
California
$315K +$315K +7,025 New
VCP
347
Vista Capital Partners
Oregon
$311K
GFA
348
Gallagher Fiduciary Advisors
Illinois
$310K
RDWM
349
Red Door Wealth Management
Tennessee
$307K
MCC
350
Money Concepts Capital
Florida
$307K -$430K -9,127 -58%