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First Trust Rising Dividend Achievers ETF

197 hedge funds and large institutions have $2.12B invested in First Trust Rising Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+42
Holders Change %
+27.1%
% of All Funds
3.47%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.21%
New
55
Increased
106
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
51
Good Life Advisors
Pennsylvania
$4.85M +$4.43M +97,376 +1,058%
SWM
52
Spire Wealth Management
Virginia
$4.7M +$4.7M +106,312 New
MML Investors Services
53
MML Investors Services
Massachusetts
$4.66M +$978K +21,498 +27%
EH
54
Equitable Holdings
New York
$4.51M +$575K +12,647 +15%
EWM
55
Echo Wealth Management
Minnesota
$4.49M +$4.49M +98,587 New
SWP
56
Stratos Wealth Partners
Ohio
$4.38M +$2.89M +63,447 +193%
WI
57
Wintrust Investments
Illinois
$4.25M +$3.56M +78,259 +516%
PA
58
PSI Advisors
Florida
$4.13M +$4.13M +90,796 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$3.99M +$219K +4,809 +6%
FAIM
60
Financial Advocates Investment Management
Washington
$3.96M +$191K +4,194 +5%
BWM
61
BCGM Wealth Management
Indiana
$3.9M +$3.9M +83,286 New
JIP
62
Jaffetilchin Investment Partners
Florida
$3.81M +$3.39M +74,527 +814%
LA
63
LexAurum Advisors
Kansas
$3.63M -$126K -2,775 -3%
UFA
64
US Financial Advisors
Massachusetts
$3.34M +$3.34M +73,455 New
CS
65
Comerica Securities
Michigan
$3.19M +$3.19M +70,058 New
BRWM
66
B. Riley Wealth Management
Tennessee
$2.99M +$260K +5,710 +10%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.9M +$740K +16,268 +34%
PNC
68
Park National Corp
Ohio
$2.9M +$760K +16,713 +36%
CRWM
69
Castle Rock Wealth Management
California
$2.82M +$1.98M +42,164 +235%
GWM
70
Geneos Wealth Management
Colorado
$2.76M +$649K +13,598 +31%
PWM
71
Purus Wealth Management
California
$2.61M +$74.3K +1,634 +3%
WA
72
Wealth Advisors
California
$2.56M +$43.3K +925 +2%
SFG
73
Sovereign Financial Group
Connecticut
$2.56M -$93.4K -2,053 -4%
LWA
74
Lineweaver Wealth Advisors
Ohio
$2.55M +$2.55M +56,073 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2.53M