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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 %
WCM
426
WealthBridge Capital Management
Ohio
$206K +$206K +3,982 New
EWM
427
Echo Wealth Management
Minnesota
$203K +$203K +3,928 New
DI
428
DFPG Investments
Utah
$201K +$201K +3,926 New
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$201K +$201K +3,885 New
ADL
430
Asset Dedication LLC
California
$189K
HGERS
431
Householder Group Estate & Retirement Specialist
Arizona
$184K -$25.4K -493 -12%
SS
432
Sunbelt Securities
Texas
$183K +$723 +14 +0.4%
EW
433
Element Wealth
Mississippi
$170K +$30.9K +597 +22%
BEI
434
Benjamin Edwards Inc
Missouri
$169K -$4.18K -81 -2%
CB
435
Centennial Bank
Arkansas
$155K
ST
436
Smithfield Trust
Pennsylvania
$145K
S
437
SignatureFD
Georgia
$141K +$5.89K +114 +4%
CA
438
Clearstead Advisors
Ohio
$129K -$129K -2,503 -50%
EWA
439
EverSource Wealth Advisors
Alabama
$129K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$129K
LFG
441
Larson Financial Group
Missouri
$128K +$51.7K +1,001 +68%
CPA
442
Clear Point Advisors
New York
$123K +$123K +2,390 New
BBHC
443
Brown Brothers Harriman & Co
New York
$121K
TSWM
444
Tyler-Stone Wealth Management
Ohio
$119K -$25.8K -500 -18%
CMP
445
Coston McIsaac & Partners
Maine
$106K
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$105K +$2.12K +41 +2%
GI
447
GAMMA Investing
California
$105K +$105K +2,051 New
CAL
448
Capital Analysts LLC
Pennsylvania
$92K +$311 +6 +0.3%
MCM
449
MidAtlantic Capital Management
Virginia
$91.2K +$91.2K +1,766 New
BF
450
BOK Financial
Oklahoma
$91.2K +$3.15K +61 +4%