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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 %
FA
201
Flagstar Advisors
New York
$1.72M -$41.6K -927 -2%
DWP
202
Daymark Wealth Partners
Ohio
$1.69M +$148K +3,307 +10%
CFGS
203
Concourse Financial Group Securities
Alabama
$1.69M -$418K -9,306 -20%
AssetMark Inc
204
AssetMark Inc
California
$1.66M +$113K +2,508 +7%
GWM
205
Greenwich Wealth Management
Connecticut
$1.65M -$345K -7,701 -17%
GVAG
206
Great Valley Advisor Group
Delaware
$1.61M -$91.5K -2,038 -5%
BCA
207
Bay Colony Advisors
Massachusetts
$1.59M -$27.3K -616 -2%
Brown Advisory
208
Brown Advisory
Maryland
$1.56M +$96.8K +2,158 +7%
WI
209
Wintrust Investments
Illinois
$1.54M -$2.38M -53,132 -61%
AAS
210
Asset Allocation Strategies
Michigan
$1.52M -$2.86M -63,791 -65%
KWM
211
Kingsview Wealth Management
Oregon
$1.51M +$237K +5,285 +19%
WE
212
Wealth Effects
Massachusetts
$1.5M -$17.8K -397 -1%
LMKC
213
L.M. Kohn & Company
Ohio
$1.49M -$776K -17,299 -34%
MOS
214
MGO One Seven
Ohio
$1.46M -$1.39M -31,023 -49%
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$1.46M -$166K -3,696 -10%
CHC
216
City Holding Co
West Virginia
$1.44M +$108K +2,415 +8%
FCM
217
Family Capital Management
Michigan
$1.38M -$334K -7,433 -19%
HA
218
Herold Advisors
New York
$1.38M -$12.6K -281 -0.9%
WC
219
Waterloo Capital
Texas
$1.38M +$1.38M +30,650 New
TCWM
220
Total Clarity Wealth Management
Illinois
$1.37M +$657K +14,634 +92%
HF
221
HRT Financial
New York
$1.37M -$328K -7,303 -19%
RFP
222
Root Financial Partners
California
$1.36M +$1.36M +30,296 New
PTC
223
Private Trust Company
Ohio
$1.36M -$162K -3,601 -11%
FPWM
224
FSB Premier Wealth Management
Iowa
$1.35M -$2.43M -54,050 -64%
IWP
225
Icon Wealth Partners
Texas
$1.33M +$1.33M +29,672 New