First Trust Rising Dividend Achievers ETF
RDVY
133 hedge funds and large institutions have $633M invested in First Trust Rising Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 11 closing their positions.
309% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 11
288% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 16
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
40% more capital invested
Capital invested by funds: $451M → $633M (+$182M)
33% more funds holding
Funds holding: 100 → 133 (+33)
1.7% more ownership
Funds ownership: 54.44% → 56.13% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.73M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
+$7.27M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.32M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$6.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.07M |
| 2 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$2.5M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.62M |
| 4 |
Goldman Sachs
New York
|
-$1.25M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.03M |
RDVY Hedge Fund Activity: Q4 2019 in Review
133 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2019, worth a combined $633M — up 40% from $451M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new RDVY positions and 11 closed out — a net gain of 34 holders — while 62 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.6M. The largest seller was Stifel Financial, cutting an estimated $3.07M.
- 133 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2019, up from 100 in Q3 2019.
- Funds reported $633M of First Trust Rising Dividend Achievers ETF stock for Q4 2019, up 40% quarter-over-quarter.
- 45 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2019 and 11 closed out, a net change of +34 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2019 was LPL Financial, an estimated $15.6M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2019 was Stifel Financial, an estimated $3.07M sold.
Based on aggregated 13F filings for Q4 2019.