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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

147 hedge funds and large institutions have $555M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 38

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

8% more funds holding

Funds holding: 136 → 147 (+11)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.75% less ownership

Funds ownership: 71.71% → 69.96% (-1.7%)

10% less capital invested

Capital invested by funds: $616M → $555M (-$61.2M)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
75
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.4M
2
LPL Financial
LPL Financial
California
+$9.85M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.99M
4
MML Investors Services
MML Investors Services
Massachusetts
+$6.68M
5
TA
TrueWealth Advisors
Alabama
+$6.55M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$9.37M
2
Stifel Financial
Stifel Financial
Missouri
-$8.47M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$5.07M
4
CA
Crumly & Associates
Illinois
-$4.35M
5
PAG
Private Advisor Group
New Jersey
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
151
International Assets Investment Management
Florida
– -$680K -24,080 Closed
BIM
152
Bullseye Investment Management
Ohio
– -$666K -23,906 Closed
FTUS
153
Flow Traders U.S.
New York
– -$577K -20,689 Closed
OWM
154
OneAscent Wealth Management
Alabama
– -$390K -14,011 Closed
CBFP
155
Cedar Brook Financial Partners
Ohio
– -$250K -8,976 Closed
SEP
156
Southland Equity Partners
Missouri
– -$215K -7,730 Closed
CA
157
Calton & Associates
Florida
– -$210K -7,570 Closed
BFC
158
Bedel Financial Consulting
Indiana
– -$69K -2,483 Closed
NFSG
159
Newbridge Financial Services Group
Florida
– -$33K -1,200 Closed
GWSG
160
GPS Wealth Strategies Group
Colorado
– -$6K -226 Closed
3 4 5 6
7

SDVY Hedge Fund Activity: Q2 2022 in Review

147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2022, worth a combined $555M — down 9.9% from $616M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SDVY positions and 13 closed out — a net gain of 12 holders — while 75 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was AE Wealth Management, cutting an estimated $9.37M.

  • 147 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2022, up from 136 in Q1 2022.
  • Funds reported $555M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2022, down 9.9% quarter-over-quarter.
  • 25 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2022 and 13 closed out, a net change of +12 holders.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2022 was Morgan Stanley, an estimated $10.4M added.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2022 was AE Wealth Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q2 2022.