First Trust Rising Dividend Achievers ETF
RDVY
22 hedge funds and large institutions have $19.1M invested in First Trust Rising Dividend Achievers ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.
27% more capital invested
Capital invested by funds: $15.1M → $19.1M (+$4.04M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.29M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.36M |
| 3 |
LPL Financial
San Diego,
California
|
+$908K |
| 4 |
Morgan Stanley
New York
|
+$715K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
-$1.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$688K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$459K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$392K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$310K |
RDVY Hedge Fund Activity: Q4 2015 in Review
22 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2015, worth a combined $19.1M — up 27% from $15.1M a quarter earlier.
Fund positioning in RDVY was balanced in Q4 2015: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.29M. The largest seller was SII Investments, exiting entirely with an estimated $1.69M sold.
- 22 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $19.1M of First Trust Rising Dividend Achievers ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 5 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2015 and 5 closed out, a net change of 0 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2015 was Raymond James Financial Services Advisors, an estimated $4.29M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2015 was SII Investments, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2015.