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First Trust Rising Dividend Achievers ETF

281 hedge funds and large institutions have $3.75B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
50
Increased
166
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
201
Kovack Advisors
Florida
$409K -$97.1K -2,047 -19%
BCA
202
Biltmore Capital Advisors
New Jersey
$405K
CHC
203
City Holding Co
West Virginia
$402K +$402K +8,460 New
AWG
204
Altus Wealth Group
Colorado
$388K +$74.4K +1,566 +24%
BFA
205
Beacon Financial Advisory
Ohio
$379K +$379K +7,984 New
CCP
206
Cardan Capital Partners
Colorado
$377K
AssetMark Inc
207
AssetMark Inc
California
$376K +$296K +6,238 +371%
NFG
208
Nadler Financial Group
Illinois
$367K -$8.55K -180 -2%
DI
209
DFPG Investments
Utah
$357K -$545 -11 -0.2%
AF
210
Advisornet Financial
Minnesota
$356K +$356K +7,502 New
AIC
211
Archer Investment Corporation
Indiana
$353K +$353K +7,439 New
MWM
212
Mattern Wealth Management
Kansas
$352K +$352K +7,414 New
PFA
213
Plotkin Financial Advisors
Maryland
$337K +$337K +7,097 New
Bank of New York Mellon
214
Bank of New York Mellon
New York
$330K -$3.18K -67 -1%
PAG
215
Private Advisory Group
Washington
$328K -$305K -6,415 -48%
IAN
216
Integrated Advisors Network
Texas
$311K +$74K +1,560 +31%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$309K -$34.4K -725 -10%
WDC
218
Woodward Diversified Capital
California
$307K +$307K +6,459 New
DAS
219
Dynamic Advisor Solutions
Arizona
$305K +$60.3K +1,270 +25%
WW
220
Waterfront Wealth
Kansas
$303K +$303K +6,385 New
CAM
221
Concorde Asset Management
Michigan
$288K -$4.61K -97 -2%
SS
222
Simplicity Solutions
Minnesota
$286K -$8.16K -172 -3%
WI
223
Wintrust Investments
Illinois
$279K -$118K -2,495 -30%
TP
224
Tranquility Partners
Tennessee
$279K +$279K +5,872 New
PWP
225
Principle Wealth Partners
Connecticut
$272K +$272K +5,726 New