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First Trust Rising Dividend Achievers ETF

15 hedge funds and large institutions have $6.54M invested in First Trust Rising Dividend Achievers ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

180% more capital invested

Capital invested by funds: $2.34M → $6.54M (+$4.21M)

88% more funds holding

Funds holding: 815 (+7)

Holders
15
Holders Change
+7
Holders Change %
+87.5%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

RDVY Hedge Fund Activity: Q1 2015 in Review

15 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2015, worth a combined $6.54M — up 180% from $2.34M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RDVY positions and 0 closed out — a net gain of 7 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Tower Research Capital (TRC), cutting an estimated $3.12K.

  • 15 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2015, up from 8 in Q4 2014.
  • Funds reported $6.54M of First Trust Rising Dividend Achievers ETF stock for Q1 2015, up 180% quarter-over-quarter.
  • 7 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2015 and 0 closed out, a net change of +7 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2015 was Morgan Stanley, an estimated $1.56M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q1 2015 was Tower Research Capital (TRC), an estimated $3.12K sold.

Based on aggregated 13F filings for Q1 2015.