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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 %
CAL
401
Capital Analysts LLC
Pennsylvania
$72K -$116K -2,574 -62%
IWP
402
IAG Wealth Partners
Wisconsin
$71.8K
LFG
403
Larson Financial Group
Missouri
$66.4K +$45 +1 +0.1%
GGI
404
Godsey & Gibb Inc
Virginia
$61.7K +$61.7K +1,374 New
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$56.8K +$50K +1,115 +738%
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$52K +$52K +1,167 New
WP
407
WealthShield Partners
North Carolina
$47.6K +$47.6K +1,060 New
RCM
408
Raleigh Capital Management
North Carolina
$42.8K -$539 -12 -1%
WAM
409
Worth Asset Management
Texas
$39.7K -$6.06K -135 -13%
KFI
410
Key Financial Inc
Pennsylvania
$38.3K
NFSG
411
Newbridge Financial Services Group
Florida
$16.6K -$8.75K -195 -35%
VWM
412
Venturi Wealth Management
Texas
$14.8K +$14.8K +329 New
SC
413
Stephens Consulting
Michigan
$12.8K
BWA
414
BDO Wealth Advisors
Florida
$9.33K +$9.33K +208 New
BTI
415
Blue Trust Inc
Georgia
$9K +$9K +208 New
CIA
416
Cape Investment Advisory
Georgia
$8.97K +$8.97K +200 New
PB
417
Pinnacle Bancorp
Nebraska
$7.85K
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
$7.09K -$18.8K -423 -73%
BCM
419
Bourgeon Capital Management
Connecticut
$6.6K
HWA
420
HHM Wealth Advisors
Tennessee
$6.06K
GI
421
Gradient Investments
Minnesota
$5.38K +$5.38K +120 New
BC
422
Bartlett & Co
Ohio
$5K
BCWM
423
Bartlett & Co Wealth Management
Ohio
$4.94K
WWP
424
WR Wealth Planners
Missouri
$4.49K +$4.49K +100 New
BCMLT
425
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.22K