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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 %
Creative Planning
376
Creative Planning
Kansas
$209K -$50.2K -1,119 -19%
MC
377
Moors & Cabot
Massachusetts
$208K +$208K +4,631 New
TC
378
TownSquare Capital
Utah
$203K -$2.93M -65,357 -94%
IWA
379
Inspirion Wealth Advisors
Illinois
$200K -$6.28K -140 -3%
HNB
380
Huntington National Bank
Ohio
$195K -$44
WP
381
WealthPLAN Partners
Nebraska
$191K +$191K +4,262 New
ADL
382
Asset Dedication LLC
California
$164K
SS
383
Sunbelt Securities
Texas
$155K +$155K +3,500 New
BAM
384
Belpointe Asset Management
Nevada
$154K -$45.5K -1,015 -23%
BEI
385
Benjamin Edwards Inc
Missouri
$151K +$11.3K +253 +8%
CB
386
Centennial Bank
Arkansas
$143K -$45 -1 -0%
TAM
387
Tucker Asset Management
Colorado
$137K +$66.9K +1,491 +95%
ST
388
Smithfield Trust
Pennsylvania
$125K
Commonwealth Equity Services
389
Commonwealth Equity Services
Massachusetts
$119K -$5.92K -131,866 -5%
S
390
SignatureFD
Georgia
$117K +$43K +958 +58%
AF
391
Advisornet Financial
Minnesota
$112K +$1.66K +37 +1%
CA
392
Clearstead Advisors
Ohio
$112K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$112K
EW
394
Element Wealth
Mississippi
$110K -$23.5K -524 -18%
NRC
395
New Republic Capital
North Carolina
$103K +$103K +2,293 New
CTC
396
Central Trust Company
Missouri
$98.6K -$10.1K -225 -9%
CMP
397
Coston McIsaac & Partners
Maine
$92K
CWM
398
Cranbrook Wealth Management
Michigan
$77.4K
UBS AM
399
UBS AM
Illinois
$77.4K +$77.4K +1,725 New
BF
400
BOK Financial
Oklahoma
$76.5K -$275K -6,134 -78%