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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
144 hedge funds and large institutions have $567M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
32% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 53
2% more capital invested
Capital invested by funds: $555M → $567M (+$11.4M)
0.64% less ownership
Funds ownership: 69.96% → 69.32% (-0.64%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 147 → 144 (-3)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
70
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.78M |
| 4 |
Morgan Stanley
New York
|
+$5.94M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$5.48M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
151
Elite Wealth Management
Kirkland,
Washington
| – | -$495K | -20,720 | Closed |
|
|
SI
152
Stephens Inc
Little Rock,
Arkansas
| – | -$273K | -11,435 | Closed |
|
|
SB
153
Strategic Blueprint
Atlanta,
Georgia
| – | -$228K | -9,565 | Closed |
|
154
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$80K | -3,314 | Closed |
|
|
SWM
155
SeaCrest Wealth Management
Purchase,
New York
| – | -$48K | -2,000 | Closed |
|
|
GWM
156
Geneos Wealth Management
Englewood,
Colorado
| – | -$45K | -1,903 | Closed |
|
157
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$45K | -1,885 | Closed |
|
|
TCWM
158
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$36K | -1,498 | Closed |
|