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First Trust Rising Dividend Achievers ETF

435 hedge funds and large institutions have $5.59B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+28
Holders Change %
+6.88%
% of All Funds
7.02%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
57
Increased
143
Reduced
196
Closed
21
Calls
$2.64M
Puts
Net Calls
+$2.64M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
GBS
351
Gallagher Benefit Services
Illinois
$289K +$289K +6,584 New
LI
352
LVZ Inc
Michigan
$287K -$22.2K -506 -7%
SEP
353
Southland Equity Partners
Missouri
$287K -$14K -318 -5%
RDWM
354
Red Door Wealth Management
Tennessee
$287K -$89.2K -2,031 -24%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$283K +$3.51K +80 +1%
FPCG
356
Forum Private Client Group
Indiana
$283K -$4.52K -103 -2%
FFA
357
Founders Financial Alliance
North Carolina
$280K +$29.8K +678 +12%
OL
358
Owen LaRue
Kentucky
$276K +$276K +6,202 New
FOFP
359
Fee-Only Financial Planning
South Carolina
$271K +$271K +6,165 New
FIA
360
Foundations Investment Advisors
Arizona
$260K -$2.72M -62,033 -91%
OIM
361
Oder Investment Management
California
$258K -$52K -1,185 -17%
WAM
362
WealthTrust Asset Management
Florida
$256K
SS
363
Simplicity Solutions
Minnesota
$255K -$23.9K -545 -9%
Creative Planning
364
Creative Planning
Kansas
$253K +$253K +5,771 New
ZIMP
365
Zimmermann Investment Management & Planning
Pennsylvania
$251K -$647K -14,720 -72%
MA
366
MONECO Advisors
Connecticut
$247K -$13.4K -306 -5%
JWM
367
Jackson Wealth Management
Florida
$246K -$242K -5,521 -50%
CS
368
Capital Square
Tennessee
$245K +$44 +1 +0%
DFA
369
DHJJ Financial Advisors
Illinois
$244K -$28.6K -650 -10%
DAS
370
Dynamic Advisor Solutions
Arizona
$244K -$1.19K -27 -0.5%
AW
371
Atlas Wealth
Ohio
$243K +$243K +5,535 New
SCFS
372
S.C. Financial Services
Arizona
$242K +$6.41K +146 +3%
QPW
373
Quantum Private Wealth
Florida
$242K -$21.3K -486 -8%
PAS
374
Park Avenue Securities
New York
$234K -$387K -8,803 -62%
ACM
375
Anfield Capital Management
California
$233K +$233K +5,000 New