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First Trust Rising Dividend Achievers ETF
RDVY

48 hedge funds and large institutions have $99.7M invested in First Trust Rising Dividend Achievers ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 1

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

43% more capital invested

Capital invested by funds: $69.5M → $99.7M (+$30.2M)

37% more funds holding

Funds holding: 35 → 48 (+13)

53.23% less ownership

Funds ownership: 100.87% → 47.64% (-53%)

Holders
48
Holders Change
+13
Holders Change %
+37.14%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
26
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.66M
2
Wells Fargo
Wells Fargo
California
+$2.01M
3
US Bancorp
US Bancorp
Minnesota
+$1.92M
4
LPL Financial
LPL Financial
California
+$1.82M
5
NPC
National Planning Corporation
California
+$1.67M

Top Sellers

1
BCM
Barometer Capital Management
Ontario, Canada
-$1.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$739K
3
KIA
KCM Investment Advisors
California
-$302K
4
RCG
Ruggie Capital Group
Florida
-$92K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$8.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
51
Ruggie Capital Group
Florida
– -$92K -3,481 Closed
1 2
3

RDVY Hedge Fund Activity: Q2 2017 in Review

48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2017, worth a combined $99.7M — up 43% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RDVY positions and 4 closed out — a net gain of 13 holders — while 26 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $1.18M sold.

  • 48 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2017, up from 35 in Q1 2017.
  • Funds reported $99.7M of First Trust Rising Dividend Achievers ETF stock for Q2 2017, up 43% quarter-over-quarter.
  • 17 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2017 and 4 closed out, a net change of +13 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2017 was Morgan Stanley, an estimated $6.66M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q2 2017 was Barometer Capital Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2017.