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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 %
SMC
351
Smith, Moore & Co
Missouri
$469K +$155 +3 +0%
KWS
352
Keystone Wealth Services
California
$460K -$13.4K -259 -3%
Fidelity Investments
353
Fidelity Investments
Massachusetts
$458K +$161K +3,118 +54%
GWM
354
Greenwich Wealth Management
Connecticut
$448K -$11.7K -227 -3%
CA
355
Calton & Associates
Florida
$442K +$442K +8,562 New
GA
356
Goldstein Advisors
Wisconsin
$434K -$23.1M -447,266 -98%
PCIA
357
Prime Capital Investment Advisors
Kansas
$429K -$15.1K -293 -3%
1W
358
1776 Wealth
Georgia
$426K
PWP
359
Principle Wealth Partners
Connecticut
$423K +$60.6K +1,172 +17%
AWA
360
Arete Wealth Advisors
Illinois
$414K +$414K +8,008 New
OPA
361
Old Port Advisors
Maine
$414K +$10.8K +209 +3%
LI
362
LVZ Inc
Michigan
$411K -$15.6K -301 -4%
SEP
363
Southland Equity Partners
Missouri
$408K +$21.6K +418 +6%
TWM
364
Trueblood Wealth Management
Ohio
$408K +$408K +7,896 New
ATPW
365
Ashton Thomas Private Wealth
Arizona
$408K +$129K +2,503 +46%
SWM
366
SFG Wealth Management
Maryland
$407K -$10.3K -200 -2%
MCC
367
Money Concepts Capital
Florida
$406K +$9.71K +188 +2%
PFP
368
Pinnacle Financial Partners
Tennessee
$402K +$402K +7,778 New
CP
369
Castleview Partners
Texas
$401K +$2.58K +50 +0.6%
OL
370
Owen LaRue
Kentucky
$379K -$95.4K -1,847 -20%
NWMG
371
National Wealth Management Group
Ohio
$373K -$7.91K -153 -2%
KIG
372
Kowal Investment Group
Wisconsin
$370K +$20.6K +399 +6%
RL
373
Retireful LLC
Michigan
$368K +$368K +7,117 New
FC
374
Forte Capital
New York
$367K
FH
375
FWG Holdings
Florida
$361K -$371K -7,172 -51%