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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 %
KDA
451
Kraft Davis & Associates
Missouri
-$675K -13,887 Closed
VAS
452
Vestmark Advisory Solutions
Massachusetts
-$585K -12,419 Closed
CW
453
CreativeOne Wealth
Kansas
-$515K -10,929 Closed
VWA
454
V Wealth Advisors
Kansas
-$473K -10,047 Closed
AWM
455
Accurate Wealth Management
Florida
-$476K -9,929 Closed
EWM
456
Echo Wealth Management
Minnesota
-$468K -9,683 Closed
GW
457
GW & Wade
Massachusetts
-$369K -7,825 Closed
AWA
458
Arete Wealth Advisors
Illinois
-$362K -7,679 Closed
PFG
459
Prosperity Financial Group
California
-$329K -6,981 Closed
VCP
460
Vista Capital Partners
Oregon
-$311K -6,595 Closed
CWG
461
Crown Wealth Group
North Carolina
-$289K -6,146 Closed
FPCG
462
Forum Private Client Group
Indiana
-$287K -6,089 Closed
CA
463
Calton & Associates
Florida
-$272K -5,780 Closed
CS
464
Capital Square
Tennessee
-$263K -5,579 Closed
IWA
465
Inspirion Wealth Advisors
Illinois
-$208K -4,412 Closed
MC
466
Moors & Cabot
Massachusetts
-$200K -4,255 Closed
NRC
467
New Republic Capital
North Carolina
-$108K -2,293 Closed
UBS AM
468
UBS AM
Illinois
-$77.4K -1,725 Closed
OIS
469
Okabena Investment Services
Minnesota
-$74.5K -1,582 Closed
SWM
470
Sanctuary Wealth Management
Idaho
-$24.3K -516 Closed
WAM
471
Worth Asset Management
Texas
-$18.3K -389 Closed
CTWM
472
Cherry Tree Wealth Management
Minnesota
-$13.3K -282 Closed
HWA
473
HHM Wealth Advisors
Tennessee
-$6.36K -135 Closed
FA
474
Fiduciary Alliance
South Carolina
-$6
LOIP
475
Live Oak Investment Partners
Texas
-$46.7K