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First Trust Rising Dividend Achievers ETF

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
Net Calls
+$51K
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
401
Element Wealth
Mississippi
$124K +$46 +1 +0%
S
402
SignatureFD
Georgia
$120K
EWA
403
EverSource Wealth Advisors
Alabama
$115K
PFBT
404
Parkside Financial Bank & Trust
Missouri
$115K
BBHC
405
Brown Brothers Harriman & Co
New York
$108K +$108K +2,350 New
VF
406
VitalStone Financial
Texas
$98K +$28.2K +618 +40%
CMP
407
Coston McIsaac & Partners
Maine
$94K
BBPWM
408
Blue Bell Private Wealth Management
Pennsylvania
$91.9K
CAL
409
Capital Analysts LLC
Pennsylvania
$81K +$503 +11 +0.6%
CWM
410
Cranbrook Wealth Management
Michigan
$79.3K
IWP
411
IAG Wealth Partners
Wisconsin
$78.6K
BF
412
BOK Financial
Oklahoma
$75.4K
LFG
413
Larson Financial Group
Missouri
$68K
CTC
414
Central Trust Company
Missouri
$49.2K
CA
415
Crewe Advisors
Utah
$46.6K +$46.6K +1,015 New
GGI
416
Godsey & Gibb Inc
Virginia
$45.7K -$17.5K -380 -28%
KFI
417
Key Financial Inc
Pennsylvania
$44.5K
RCM
418
Raleigh Capital Management
North Carolina
$41.8K +$184 +4 +0.4%
PB
419
Pinnacle Bancorp
Nebraska
$35.6K
BCMLT
420
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.7K
HIA
421
Harbor Investment Advisory
Maryland
$29.4K +$29.4K +640 New
WP
422
WealthShield Partners
North Carolina
$27.6K -$21.1K -460 -43%
CIA
423
Cape Investment Advisory
Georgia
$13.8K
GCM
424
Gables Capital Management
Florida
$13.8K +$13.8K +300 New
SC
425
Stephens Consulting
Michigan
$13.1K