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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 %
IA
126
IFG Advisory
Georgia
$545K -$101K -2,224 -16%
LFF
127
Level Four Financial
Texas
$536K -$31.2K -686 -6%
CA
128
Claro Advisors
Massachusetts
$528K +$35.5K +779 +7%
OIA
129
OneDigital Investment Advisors
Kansas
$521K +$78.8K +1,732 +18%
HF
130
HRT Financial
New York
$517K +$517K +11,373 New
BRWA
131
B. Riley Wealth Advisors
Florida
$501K +$501K +11,004 New
GSWM
132
Golden State Wealth Management
California
$479K -$69.6K -1,533 -13%
WSC
133
Wellington Shields & Co
New York
$449K +$449K +9,865 New
MAFM
134
Mid Atlantic Financial Management
Pennsylvania
$439K +$439K +9,653 New
QCIG
135
Quad-Cities Investment Group
Iowa
$429K +$3.73K +82 +0.9%
KPWS
136
Kestra Private Wealth Services
Texas
$417K +$174K +3,819 +71%
William Blair & Company
137
William Blair & Company
Illinois
$415K +$233K +5,131 +128%
JWM
138
Jackson Wealth Management
Florida
$408K +$408K +8,964 New
OPA
139
Old Port Advisors
Maine
$399K
GWSG
140
GPS Wealth Strategies Group
Colorado
$399K +$13.8K +303 +4%
Citadel Advisors
141
Citadel Advisors
Florida
$391K +$391K +8,596 New
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$390K +$390K +8,574 New
SG
143
StoneX Group
New York
$369K +$369K +8,110 New
FFS
144
Founders Financial Securities
Maryland
$368K +$368K +8,087 New
KA
145
Kovack Advisors
Florida
$348K +$95.4K +2,097 +38%
AWM
146
Accel Wealth Management
Iowa
$347K +$290K +6,367 +508%
PA
147
PFG Advisors
Arizona
$344K +$3.96K +87 +1%
GIA
148
Gladstone Institutional Advisory
Florida
$344K +$344K +7,564 New
HAS
149
HBW Advisory Services
California
$343K +$343K +7,539 New
IWM
150
IHT Wealth Management
Illinois
$342K +$342K +7,507 New