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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 %
DC
376
Davenport & Co
Virginia
$349K +$14.8K +286 +4%
PMG
377
ProVise Management Group
Florida
$349K +$70.9K +1,372 +25%
PSF
378
Pacific Sun Financial
California
$345K -$7.75K -150 -2%
BFG
379
Bleakley Financial Group
New Jersey
$344K +$70.4K +1,362 +26%
DFA
380
DHK Financial Advisors
New Hampshire
$336K +$336K +6,500 New
SAM
381
Strategy Asset Managers
California
$332K +$56.8K +1,100 +21%
CCMG
382
Clark Capital Management Group
Pennsylvania
$328K +$328K +6,347 New
RDWM
383
Red Door Wealth Management
Tennessee
$326K -$11.4K -220 -3%
D.E. Shaw & Co
384
D.E. Shaw & Co
New York
$323K +$323K +6,253 New
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$320K
WIM
386
Westside Investment Management
California
$319K
WSTAM
387
Wilbanks Smith & Thomas Asset Management
Virginia
$315K +$315K +6,104 New
SL
388
Salomon & Ludwin
Virginia
$314K
SF
389
Synovus Financial
Georgia
$313K +$21K +405 +7%
FFA
390
Founders Financial Alliance
North Carolina
$312K
KWM
391
Keebeck Wealth Management
Illinois
$302K
SAM
392
Sequent Asset Management
Texas
$298K -$282K -5,460 -49%
FOFP
393
Fee-Only Financial Planning
South Carolina
$298K -$5.17K -100 -2%
LA
394
Lynch & Associates
Indiana
$284K +$40.7K +787 +17%
Creative Planning
395
Creative Planning
Kansas
$282K +$282K +5,463 New
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$280K +$5.84K +113 +2%
WAM
397
WealthTrust Asset Management
Florida
$280K -$15.5K -300 -5%
LFA
398
Laraway Financial Advisors
Minnesota
$278K +$67.4K +1,305 +32%
KWA
399
Kingswood Wealth Advisors
California
$278K +$35.2K +682 +15%
Fisher Asset Management
400
Fisher Asset Management
Washington
$274K +$274K +5,310 New