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First Trust Rising Dividend Achievers ETF

249 hedge funds and large institutions have $3.14B invested in First Trust Rising Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
249
Holders Change
+52
Holders Change %
+26.4%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
65
Increased
142
Reduced
27
Closed
11
Calls
$5.01M
Puts
Net Calls
+$5.01M
Net Calls Change
+$5.01M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$448M 9,323,448 +2,897,473 +45%
LPL Financial
2
LPL Financial
California
$317M 6,595,284 +1,857,413 +39%
Wells Fargo
3
Wells Fargo
California
$253M 5,260,340 +1,013,077 +24%
Bank of America
4
Bank of America
North Carolina
$182M 3,795,787 +220,926 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$163M 3,397,085 +1,370,807 +68%
UBS Group
6
UBS Group
Switzerland
$152M 3,155,198 +648,801 +26%
Ameriprise
7
Ameriprise
Minnesota
$141M 2,942,344 +1,201,080 +69%
Osaic Holdings
8
Osaic Holdings
Arizona
$92.3M 1,920,153 +884,855 +85%
RJA
9
Raymond James & Associates
Florida
$80M 1,664,251 +280,499 +20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$79.7M 1,660,048 +369,650 +29%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$69.6M 1,448,281 +230,978 +19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$59.8M 1,244,420 +453,098 +57%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$55.8M 1,160,504 +346,403 +43%
PAG
14
Private Advisor Group
New Jersey
$41.9M 871,156 +12,740 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$41.2M 857,251 +68,624 +9%
Stifel Financial
16
Stifel Financial
Missouri
$31.3M 652,477 +367,499 +129%
CAN
17
Cetera Advisor Networks
California
$28.8M 599,174 +139,629 +30%
KAS
18
Kestra Advisory Services
Texas
$28M 583,819 +111,572 +24%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$27.9M 580,672 +65,356 +13%
AWM
20
Affinity Wealth Management
Delaware
$26.9M 560,992 +560,992 New
WWM
21
Western Wealth Management
Colorado
$26.1M 543,800 +38,050 +8%
HI
22
Harbour Investments
Wisconsin
$25.9M 539,751 +261,587 +94%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$25M 521,398 +104,239 +25%
Truist Financial
24
Truist Financial
North Carolina
$24.8M 517,075 +60,258 +13%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$23.5M 489,042 +93,667 +24%