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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 %
AIC
176
Archer Investment Corporation
Indiana
$136K
Fidelity Investments
177
Fidelity Investments
Massachusetts
$128K +$54.4K +1,200 +74%
PFBT
178
Parkside Financial Bank & Trust
Missouri
$113K +$113K +2,494 New
FFA
179
Founders Financial Alliance
North Carolina
$108K +$108K +2,258 New
CA
180
Crewe Advisors
Utah
$91K +$91K +2,000 New
CWM
181
Cranbrook Wealth Management
Michigan
$78K
S
182
SignatureFD
Georgia
$75K +$75K +1,657 New
SWP
183
ShoreHaven Wealth Partners
New Jersey
$63K -$83.8K -1,848 -57%
VFA
184
Valeo Financial Advisors
Indiana
$45K
EP
185
Eudaimonia Partners
Tennessee
$45K
SFPG
186
Stonebridge Financial Planning Group
Florida
$41K +$41K +875 New
NFSG
187
Newbridge Financial Services Group
Florida
$36K
TAM
188
Tucker Asset Management
Colorado
$35.2K +$910 +20 +3%
SIS
189
Sound Income Strategies
Florida
$25K +$25K +550 New
COCM
190
Charter Oak Capital Management
New Hampshire
$21K +$21K +463 New
CA
191
Clearstead Advisors
Ohio
$19K
HPC
192
HM Payson & Co
Maine
$19K
KFI
193
Key Financial Inc
Pennsylvania
$11K
BCM
194
Bourgeon Capital Management
Connecticut
$7K +$7K +147 New
GFPC
195
Global Financial Private Client
Florida
$5.9K
LAS
196
Lloyd Advisory Services
Georgia
$5K +$5K +101 New
MA
197
Montag & Associates
Georgia
$2K +$2K +50 New
MF
198
Manchester Financial
California
$1K +$1K +20 New
WIM
199
Westside Investment Management
California
$124
SAM
200
Synergy Asset Management
Washington
-$9.52M -238,216 Closed