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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.

Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.35%
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 %
GIA
76
Gladstone Institutional Advisory
Florida
$11M +$9.84M +190,390 +841%
RCG
77
Regatta Capital Group
California
$10.9M -$5.78M -111,890 -35%
HPC
78
Hobart Private Capital
North Carolina
$10.7M +$10.7M +208,038 New
FHA
79
First Horizon Advisors
Tennessee
$10.6M -$363K -7,030 -3%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$10.6M -$16.5K -319 -0.2%
AA
81
Advisory Alpha
Michigan
$10.5M -$132K -2,550 -1%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$9.93M -$3.45M -66,792 -26%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$9.89M +$3.66M +70,893 +59%
PA
84
PFG Advisors
Arizona
$9.83M -$357K -6,903 -4%
TGAM
85
TBH Global Asset Management
Tennessee
$9.72M -$2.55M -49,260 -21%
FIA
86
Foundations Investment Advisors
Arizona
$9.7M +$244K +4,764 +3%
SOS
87
Silver Oak Securities
Tennessee
$9.53M +$85K +1,645 +0.9%
UFA
88
US Financial Advisors
Massachusetts
$9.5M +$272K +5,259 +3%
HFS
89
Howard Financial Services
Texas
$9.48M +$822K +15,909 +9%
PVI
90
Pine Valley Investments
New Jersey
$9.38M -$226K -4,374 -2%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$9.33M -$33.9K -656 -0.4%
SWMG
92
Sanchez Wealth Management Group
Florida
$9.3M -$7.05M -136,448 -43%
PA
93
Pinnacle Associates
New York
$9.07M -$53.2K -1,030 -0.6%
KCFA
94
Key Client Fiduciary Advisors
New Jersey
$9M +$91.1K +1,764 +1%
CIA
95
Concurrent Investment Advisors
Florida
$8.86M +$8.86M +171,533 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$8.82M +$211K +4,089 +2%
PIA
97
Perennial Investment Advisors
California
$8.72M +$7.92M +153,362 +997%
PFA
98
Plotkin Financial Advisors
Maryland
$8.56M -$354K -6,852 -4%
I
99
INVST
Indiana
$8.36M -$140K -2,738 -2%
AAS
100
Asset Allocation Strategies
Michigan
$8.17M +$777K +15,039 +11%