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First Trust Rising Dividend Achievers ETF

123 hedge funds and large institutions have $788M invested in First Trust Rising Dividend Achievers ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
46
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$215K -$6.72K -205 -3%
CIAS
102
Capital Investment Advisory Services
North Carolina
$211K -$44K -1,343 -17%
DI
103
DFPG Investments
Utah
$204K -$291K -8,509 -59%
William Blair & Company
104
William Blair & Company
Illinois
$140K -$12.1K -370 -8%
IA
105
IFP Advisors
Florida
$140K +$21K +637 +18%
AIC
106
Archer Investment Corporation
Indiana
$101K -$10K -307 -9%
BEI
107
Benjamin Edwards Inc
Missouri
$82K +$5.61K +171 +7%
WEC
108
Winslow Evans & Crocker
Massachusetts
$72K
CWM
109
Cranbrook Wealth Management
Michigan
$56K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$53K +$53K +1,618 +161,800%
GRP
111
Global Retirement Partners
California
$42K +$2.5K +77 +6%
ACA
112
Aptus Capital Advisors
Alabama
$37K -$15.1K -474 -29%
EP
113
Eudaimonia Partners
Tennessee
$33K
BWA
114
Burt Wealth Advisors
Maryland
$33K +$33K +1,000 New
VFA
115
Valeo Financial Advisors
Indiana
$32K +$8.95K +277 +39%
NFSG
116
Newbridge Financial Services Group
Florida
$26K +$26K +793 New
GI
117
Gradient Investments
Minnesota
$25K
NNP
118
Nachman Norwood & Parrott
South Carolina
$19K +$19K +596 New
CA
119
Clearstead Advisors
Ohio
$14K
GFPC
120
Global Financial Private Client
Florida
$4.19K -$2.11K -64 -34%
IWP
121
IAG Wealth Partners
Wisconsin
$2K
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$521 -$21 -600 -4%
WIM
123
Westside Investment Management
California
$89
PFS
124
Prospera Financial Services
Texas
-$2.27M -73,588 Closed
PAG
125
Private Advisory Group
Washington
-$1.59M -51,467 Closed