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First Trust Rising Dividend Achievers ETF

155 hedge funds and large institutions have $1.18B invested in First Trust Rising Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+32
Holders Change %
+26.02%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
43
Increased
67
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
126
Kovack Advisors
Florida
$222K +$222K +5,553 New
PPA
127
Parametric Portfolio Associates
Washington
$219K +$219K +5,491 New
MA
128
Mutual Advisors
Nebraska
$216K +$216K +5,409 New
SAM
129
Strategy Asset Managers
California
$214K -$63.1K -1,579 -23%
IWC
130
Integrated Wealth Concepts
Massachusetts
$213K +$213K +5,345 New
KPWS
131
Kestra Private Wealth Services
Texas
$212K +$212K +5,346 New
IA
132
IFP Advisors
Florida
$177K +$6.46K +161 +4%
William Blair & Company
133
William Blair & Company
Illinois
$160K -$10.8K -271 -6%
SWP
134
ShoreHaven Wealth Partners
New Jersey
$129K +$129K +3,237 New
AIC
135
Archer Investment Corporation
Indiana
$120K -$2.92K -73 -2%
BEI
136
Benjamin Edwards Inc
Missouri
$103K +$3.27K +82 +3%
CWM
137
Cranbrook Wealth Management
Michigan
$69K
Fidelity Investments
138
Fidelity Investments
Massachusetts
$65K +$80 +2 +0.1%
AWM
139
Accel Wealth Management
Iowa
$50K +$50K +1,254 New
BWA
140
Burt Wealth Advisors
Maryland
$40K
VFA
141
Valeo Financial Advisors
Indiana
$40K
EP
142
Eudaimonia Partners
Tennessee
$40K
NFSG
143
Newbridge Financial Services Group
Florida
$32K
LGA
144
Lebenthal Global Advisors
New York
$31K +$31K +780 New
TAM
145
Tucker Asset Management
Colorado
$30.1K +$30.1K +754 New
GI
146
Gradient Investments
Minnesota
$25K
ICP
147
Interchange Capital Partners
Pennsylvania
$24K +$24K +625 New
CA
148
Clearstead Advisors
Ohio
$17K
HPC
149
HM Payson & Co
Maine
$16K +$16K +407 New
AWG
150
Altus Wealth Group
Colorado
$15K +$15K +375 New