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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.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.34%
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 %
Comerica Bank
126
Comerica Bank
Texas
$5.56M +$29.8K +577 +0.5%
IF
127
Intrua Financial
Texas
$5.41M +$4.87M +94,163 +895%
SCA
128
Snowden Capital Advisors
New York
$5.17M +$504K +9,752 +11%
GCA
129
Genesee Capital Advisors
New York
$5.01M +$199K +3,856 +4%
RA
130
RFG Advisory
Alabama
$5.01M +$1.22M +23,687 +32%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$4.93M +$28.4K +550 +0.6%
TCM
132
Triumph Capital Management
Colorado
$4.79M +$1.1M +21,256 +30%
OIA
133
OneDigital Investment Advisors
Kansas
$4.78M +$608K +11,768 +15%
SFG
134
Sovereign Financial Group
Connecticut
$4.74M +$597K +11,552 +14%
MFG
135
Mainsail Financial Group
Washington
$4.7M +$1.29M +25,712 +38%
SPC
136
Sigma Planning Corp
Michigan
$4.59M -$4.87M -94,333 -51%
PS
137
Principal Securities
Iowa
$4.59M +$4.59M +88,866 New
GWM
138
Geneos Wealth Management
Colorado
$4.58M +$461K +8,930 +11%
OWA
139
ORBA Wealth Advisors
Illinois
$4.57M +$4.57M +88,351 New
GRP
140
Global Retirement Partners
California
$4.52M +$95.9K +1,905 +2%
HA
141
HFG Advisors
Ohio
$4.49M +$86.4K +1,672 +2%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$4.31M +$137K +2,653 +3%
FFN
143
Focus Financial Network
Minnesota
$4.15M -$1.3M -25,108 -24%
SLWA
144
San Luis Wealth Advisors
California
$4.09M +$2.14M +41,406 +110%
SWM
145
Spire Wealth Management
Virginia
$4.08M -$133K -2,629 -3%
NS
146
NBC Securities
Alabama
$4.05M -$121K -2,345 -3%
GAA
147
Global Assets Advisory
Florida
$4.03M -$119K -2,288 -3%
ICG
148
InterOcean Capital Group
Tennessee
$4.03M +$4.03M +77,998 New
RWA
149
Redhawk Wealth Advisors
Minnesota
$3.97M +$3.97M +76,858 New
AI
150
Atria Investments
North Carolina
$3.94M -$981K -18,977 -20%