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First Trust Rising Dividend Achievers ETF

8 hedge funds and large institutions have $945K invested in First Trust Rising Dividend Achievers ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

60% more funds holding

Funds holding: 58 (+3)

52% more capital invested

Capital invested by funds: $622K → $945K (+$323K)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$398K -$51.8K -2,437 -11%
VKH
2
Virtu KCG Holdings
New York
$299K +$303K +14,257 New
AFS
3
Aft Forsyth & Sober
Florida
$74K
Bank of America
4
Bank of America
North Carolina
$69K
U
5
UBS
Switzerland
$40K +$39.2K +1,842 New
AIG
6
American International Group
New York
$39.8K +$5.32K +250 +16%
US Bancorp
7
US Bancorp
Minnesota
$24K +$23.4K +1,102 New
TRCT
8
Tower Research Capital (TRC)
New York
$1K +$638 +30 +300%

RDVY Hedge Fund Activity: Q3 2014 in Review

8 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2014, worth a combined $945K — up 52% from $622K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RDVY positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $303K. The largest seller was Susquehanna International Group, cutting an estimated $51.8K.

  • 8 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2014, up from 5 in Q2 2014.
  • Funds reported $945K of First Trust Rising Dividend Achievers ETF stock for Q3 2014, up 52% quarter-over-quarter.
  • 3 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2014 and 0 closed out, a net change of +3 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2014 was Virtu KCG Holdings, an estimated $303K added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2014 was Susquehanna International Group, an estimated $51.8K sold.

Based on aggregated 13F filings for Q3 2014.