First Trust Rising Dividend Achievers ETF
RDVY
59 hedge funds and large institutions have $193M invested in First Trust Rising Dividend Achievers ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
39% more capital invested
Capital invested by funds: $139M → $193M (+$54M)
31% more funds holding
Funds holding: 45 → 59 (+14)
13.28% more ownership
Funds ownership: 51.24% → 64.52% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.44M |
| 3 |
Morgan Stanley
New York
|
+$4.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.71M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
-$4.51M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.68M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$1.19M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.13M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$860K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $62.2K | +$60.1K | +2,083 | New |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $53K | – | – | – |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| $53K | +$51.6K | +1,790 | New |
|
|
WEC
54
Winslow Evans & Crocker
Boston,
Massachusetts
| $22.1K | – | – | – |
|
|
SPIA
55
Steward Partners Investment Advisory
New York
| $11K | – | – | – |
|
|
WWMSC
56
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $6K | +$5.65K | +196 | New |
|
57
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | +$5.77K | +200 | New |
|
|
BHB
58
Bank Hapoalim BM
Tel Aviv,
Israel
| $694 | -$105K | -3,630 | -14% |
|
|
NPC
59
National Planning Corporation
El Segundo,
California
| – | -$1.13M | -40,707 | Closed |
|
|
PAG
60
Private Advisory Group
Redmond,
Washington
| – | -$860K | -30,377 | Closed |
|
61
Goldman Sachs
New York
| – | -$430K | -15,434 | Closed |
|
|
NFG
62
Next Financial Group
Houston,
Texas
| – | -$20K | -705 | Closed |
|
RDVY Hedge Fund Activity: Q4 2017 in Review
59 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2017, worth a combined $193M — up 39% from $139M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RDVY positions and 4 closed out — a net gain of 14 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $13.9M. The largest seller was SII Investments, cutting an estimated $4.51M.
- 59 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2017, up from 45 in Q3 2017.
- Funds reported $193M of First Trust Rising Dividend Achievers ETF stock for Q4 2017, up 39% quarter-over-quarter.
- 18 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2017 and 4 closed out, a net change of +14 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2017 was UBS Group, an estimated $13.9M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2017 was SII Investments, an estimated $4.51M sold.
Based on aggregated 13F filings for Q4 2017.