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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 %
DAS
401
Dynamic Advisor Solutions
Arizona
$273K +$16.6K +323 +6%
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$271K +$271K +5,249 New
FFA
403
Florida Financial Advisors
Florida
$267K +$267K +5,174 New
FCBT
404
First Citizens Bank & Trust
North Carolina
$264K +$264K +5,100 New
ET
405
Equitable Trust
Tennessee
$258K
Northern Trust
406
Northern Trust
Illinois
$250K +$250K +4,843 New
XWM
407
Xcel Wealth Management
Florida
$249K
CA
408
Continuum Advisory
Idaho
$249K -$107K -2,063 -30%
FPCG
409
Forum Private Client Group
Indiana
$243K +$243K +4,708 New
Corient Private Wealth
410
Corient Private Wealth
Florida
$241K +$241K +4,673 New
GLA
411
Great Lakes Advisors
Illinois
$239K +$239K +4,632 New
WP
412
WealthPLAN Partners
Nebraska
$239K +$517 +10 +0.2%
IWN
413
Independent Wealth Network
Iowa
$238K -$19.2K -371 -7%
QPW
414
Quantum Private Wealth
Florida
$237K -$51.8K -1,003 -18%
VFG
415
Victory Financial Group
Texas
$237K +$237K +4,580 New
KIG
416
Kennedy Investment Group
New Jersey
$232K -$10K -194 -4%
FCA
417
FinTrust Capital Advisors
South Carolina
$230K +$230K +4,457 New
CPC
418
Consolidated Planning Corp
Georgia
$229K -$3.38M -65,432 -94%
GWM
419
GDS Wealth Management
Texas
$226K -$9.97K -193 -4%
VF
420
VitalStone Financial
Texas
$219K +$108K +2,088 +97%
AFC
421
AFT Forsyth & Company
Florida
$213K -$30.4K -588 -12%
TAM
422
Tucker Asset Management
Colorado
$211K -$8.11K -157 -4%
AIC
423
Archer Investment Corporation
Indiana
$209K +$207 +4 +0.1%
CFG
424
Citizens Financial Group
Rhode Island
$208K +$208K +4,026 New
CL
425
Choreo LLC
Illinois
$206K -$150K -2,899 -42%