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First Trust Rising Dividend Achievers ETF

430 hedge funds and large institutions have $5.27B invested in First Trust Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 191 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
6.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.69%
New
46
Increased
155
Reduced
191
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
176
Wedbush Securities
California
$2.15M -$79.6K -1,774 -4%
TI
177
tru Independence
Oregon
$2.14M +$1.54M +34,319 +255%
AFP
178
Ausdal Financial Partners
Iowa
$2.13M -$77.4K -1,724 -4%
IP
179
Ignite Planners
California
$2.13M -$94.1K -2,102 -4%
RJT
180
Raymond James Trust
Florida
$2.08M -$270K -6,014 -12%
GWSG
181
GPS Wealth Strategies Group
Colorado
$2.07M -$108K -2,396 -5%
NFG
182
Nations Financial Group
Iowa
$2.06M +$158K +3,532 +8%
BIM
183
Bullseye Investment Management
Ohio
$2.05M +$2.05M +45,618 New
CAS
184
Coppell Advisory Solutions
Texas
$2.04M +$539K +12,149 +36%
CASC
185
Coppell Advisory Solutions Corp
Texas
$2.04M +$539K +12,149 +36%
WAS
186
WESPAC Advisors SoCal
California
$2.03M -$3.37K -75 -0.2%
FHA
187
Flagship Harbor Advisors
Massachusetts
$2.01M -$18K -401 -0.9%
CRWM
188
Castle Rock Wealth Management
California
$2M +$78.8K +1,799 +4%
AWAP
189
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.94M +$39K +870 +2%
LFAS
190
Level Four Advisory Services
Texas
$1.93M +$961K +21,424 +99%
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$81.5K +1,817 +4%
MIM
192
MTM Investment Management
South Carolina
$1.9M -$22.7K -505 -1%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$1.9M -$1.04M -23,083 -35%
AF
194
Apexium Financial
Texas
$1.87M +$65.8K +1,467 +4%
FAM
195
Flaharty Asset Management
Florida
$1.79M -$1.01M -22,588 -36%
CA
196
Claro Advisors
Massachusetts
$1.78M -$48.5K -1,081 -3%
AWM
197
Accel Wealth Management
Iowa
$1.78M -$77.4K -1,724 -4%
JPMorgan Chase & Co
198
JPMorgan Chase & Co
New York
$1.76M +$479K +10,670 +37%
CFD
199
Creative Financial Designs
Indiana
$1.75M -$386K -8,608 -18%
EWM
200
EPG Wealth Management
Georgia
$1.75M +$46.7K +1,041 +3%