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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 %
DI
151
DFPG Investments
Utah
$331K +$51.8K +1,106 +19%
NFG
152
Nations Financial Group
Iowa
$330K +$330K +7,248 New
MCM
153
MAI Capital Management
Ohio
$329K
RIA
154
Realta Investment Advisors
Delaware
$329K +$4.28K +94 +1%
MHS
155
M Holdings Securities
Oregon
$327K +$327K +7,178 New
CIAS
156
Capital Investment Advisory Services
North Carolina
$324K +$1.82K +40 +0.6%
BCM
157
Barometer Capital Management
Ontario, Canada
$318K -$888K -19,520 -74%
WWM
158
Wagner Wealth Management
South Carolina
$296K +$27.1K +595 +10%
SCA
159
Snowden Capital Advisors
New York
$296K +$296K +6,507 New
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$290K -$224K
WS
161
Wedbush Securities
California
$284K +$284K +6,241 New
Barclays
162
Barclays
United Kingdom
$282K +$282K +6,196 New
NFG
163
Nadler Financial Group
Illinois
$280K +$280K +6,145 New
Bank of New York Mellon
164
Bank of New York Mellon
New York
$276K +$276K +6,078 New
MA
165
Mutual Advisors
Nebraska
$266K +$19.8K +435 +8%
IA
166
Insight Advisors
Pennsylvania
$253K +$253K +5,300 New
SWM
167
Stockman Wealth Management
Montana
$244K +$244K +5,360 New
AAS
168
Avantax Advisory Services
Texas
$244K +$244K +5,380 New
SAM
169
Strategy Asset Managers
California
$238K -$5.5K -121 -2%
SS
170
Simplicity Solutions
Minnesota
$237K -$579K -12,731 -71%
CAM
171
Concorde Asset Management
Michigan
$235K +$235K +5,168 New
PPA
172
Parametric Portfolio Associates
Washington
$222K -$27.4K -603 -11%
KWM
173
Kingsview Wealth Management
Oregon
$222K +$222K +4,800 New
RWA
174
Redhawk Wealth Advisors
Minnesota
$211K +$211K +4,631 New
BEI
175
Benjamin Edwards Inc
Missouri
$176K +$58.5K +1,286 +50%