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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 %
CF
376
Centaurus Financial
California
$231K -$208K -4,727 -47%
SAM
377
Strategy Asset Managers
California
$230K
HI
378
Hudock Inc
Pennsylvania
$226K
KIG
379
Kennedy Investment Group
New Jersey
$225K +$225K +5,113 New
XWM
380
Xcel Wealth Management
Florida
$212K +$212K +4,828 New
IWN
381
Independent Wealth Network
Iowa
$208K -$22.8K -519 -10%
CA
382
Calton & Associates
Florida
$207K +$207K +4,705 New
AFC
383
AFT Forsyth & Company
Florida
$206K +$206K +4,689 New
IWA
384
Inspirion Wealth Advisors
Illinois
$202K -$30.8K -702 -13%
BAM
385
Belpointe Asset Management
Nevada
$195K -$3.57M -81,219 -95%
CAL
386
Capital Analysts LLC
Pennsylvania
$183K +$40.2K +916 +28%
Fidelity Investments
387
Fidelity Investments
Massachusetts
$177K -$53.1K -1,210 -23%
ADL
388
Asset Dedication LLC
California
$161K -$18.2K -414 -10%
CB
389
Centennial Bank
Arkansas
$140K +$140K +3,188 New
BEI
390
Benjamin Edwards Inc
Missouri
$137K -$2.46K -56 -2%
EW
391
Element Wealth
Mississippi
$130K +$3.12K +71 +2%
ST
392
Smithfield Trust
Pennsylvania
$122K
TSWM
393
Tyler-Stone Wealth Management
Ohio
$113K +$702 +16 +0.6%
CA
394
Clearstead Advisors
Ohio
$110K
PFBT
395
Parkside Financial Bank & Trust
Missouri
$110K
AF
396
Advisornet Financial
Minnesota
$108K -$50.2K -1,143 -32%
CTC
397
Central Trust Company
Missouri
$106K -$88.4K -2,013 -45%
CA
398
Crewe Advisors
Utah
$87.8K
VF
399
VitalStone Financial
Texas
$76K +$76K +1,820 New
CWM
400
Cranbrook Wealth Management
Michigan
$75.8K