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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.

Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.35%
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 %
SWA
151
Stratos Wealth Advisors
Ohio
$3.93M +$2.02M +39,045 +105%
CWM
152
Cornerstone Wealth Management
Missouri
$3.91M -$118K -2,283 -3%
LFAS
153
Level Four Advisory Services
Texas
$3.8M -$727K -14,077 -16%
AWA
154
Arkadios Wealth Advisors
Georgia
$3.79M -$603K -11,672 -14%
PP
155
Prudential plc
United Kingdom
$3.77M +$1.95M +37,800 +107%
DWP
156
Daymark Wealth Partners
Ohio
$3.77M +$207K +4,012 +6%
WGCA
157
Wolf Group Capital Advisors
Virginia
$3.75M -$101K -2,134 -3%
BWA
158
BlueChip Wealth Advisors
Georgia
$3.75M +$3.75M +72,596 New
GWP
159
Gateway Wealth Partners
Wisconsin
$3.7M +$26.8K +518 +0.7%
WP
160
WealthSource Partners
California
$3.69M -$327K -6,330 -8%
KWM
161
Kingsview Wealth Management
Oregon
$3.68M -$530K -10,250 -13%
BFA
162
Beacon Financial Advisory
Ohio
$3.67M +$838K +16,214 +30%
CAM
163
Cozad Asset Management
Illinois
$3.62M +$23.4K +453 +0.6%
AF
164
Allworth Financial
California
$3.61M -$2.17M -41,977 -38%
TA
165
TruWealth Advisors
Louisiana
$3.59M +$3.32M +64,293 +1,243%
ECA
166
Elevated Capital Advisors
Utah
$3.47M -$93.6K -1,811 -3%
WEG
167
World Equity Group
Illinois
$3.41M +$54.5K +1,046 +2%
AWM
168
Axxcess Wealth Management
California
$3.33M +$336K +6,497 +11%
OPS
169
Orion Portfolio Solutions
Nebraska
$3.27M -$183K -3,530 -5%
BCI
170
Brinker Capital Investments
Pennsylvania
$3.27M -$183K -3,530 -5%
NW
171
NewEdge Wealth
Pennsylvania
$3.26M -$49K -949 -1%
MWM
172
Mattern Wealth Management
Kansas
$3.17M
DWM
173
Dakota Wealth Management
Florida
$3.15M +$3.15M +60,901 New
PWM
174
Perigon Wealth Management
California
$3.14M +$2.47M +47,774 +366%
JWCA
175
J.W. Cole Advisors
Florida
$3.12M +$82.7K +1,600 +3%