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First Trust Rising Dividend Achievers ETF

18 hedge funds and large institutions have $9.77M invested in First Trust Rising Dividend Achievers ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% less funds holding

Funds holding: 2218 (-4)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

49% less capital invested

Capital invested by funds: $19.1M → $9.77M (-$9.34M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change

RDVY Hedge Fund Activity: Q1 2016 in Review

18 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2016, worth a combined $9.77M — down 49% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RDVY and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $442K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.16M sold.

  • 18 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2016, down from 22 in Q4 2015.
  • Funds reported $9.77M of First Trust Rising Dividend Achievers ETF stock for Q1 2016, down 49% quarter-over-quarter.
  • 2 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2016 and 6 closed out, a net change of -4 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2016 was Citadel Advisors, an estimated $442K added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q1 2016 was Raymond James Financial Services Advisors, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2016.