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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 %
PPWM
476
PFG Private Wealth Management
Florida
$26.5K +$26.5K +512 New
HBW
477
Hazlett, Burt & Watson
West Virginia
$25K +$11.7K +223 +87%
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$24.6K +$24.6K +476 New
MSWM
479
McGlone Suttner Wealth Management
Wisconsin
$22.7K +$22.7K +439 New
CWC
480
Carolinas Wealth Consulting
North Carolina
$15.9K +$15.9K +307 New
GCM
481
Gables Capital Management
Florida
$15.5K
OP
482
ORG Partners
Indiana
$15.5K +$15.5K +300 New
FGAM
483
Financial Gravity Asset Management
Texas
$15.5K +$15.5K +300 New
HCP
484
Hexagon Capital Partners
Arkansas
$15.5K +$15.5K +300 New
SC
485
Stephens Consulting
Michigan
$14.8K
Jones Financial Companies
486
Jones Financial Companies
Missouri
$12.9K +$12.9K +250 New
HNB
487
Huntington National Bank
Ohio
$11.9K -$46
S
488
Syntrinsic
Colorado
$11.6K
WIA
489
Wetzel Investment Advisors
Indiana
$11K +$11K +215 New
NFSG
490
Newbridge Financial Services Group
Florida
$10.9K
AEPWM
491
Atlantic Edge Private Wealth Management
Florida
$10.7K +$10.7K +208 New
TIM
492
Thompson Investment Management
Wisconsin
$10.3K +$10.3K +200 New
National Bank of Canada
493
National Bank of Canada
Quebec, Canada
$7.67K
BCM
494
Bourgeon Capital Management
Connecticut
$7.6K
BLC
495
Brown, Lisle/Cummings
Rhode Island
$6.3K
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.32K -$27.6K -600 -86%
IFAM
497
Institutional & Family Asset Management
Colorado
$3.26K
B
498
Birchbrook
Maine
$3K +$3K +58 New
CSC
499
Caldwell Sutter Capital
California
$2.07K
SC
500
SouthState Corp
Florida
$1.03K +$1.03K +20 New