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First Trust SMID Cap Rising Dividend Achievers ETF

2 hedge funds and large institutions have $310K invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.95% more ownership

Funds ownership: 0%14.95% (+15%)

33% less funds holding

Funds holding: 32 (-1)

82% less capital invested

Capital invested by funds: $1.77M → $310K (-$1.46M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.23M
2
Jane Street
Jane Street
New York
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$309K -$1.23M -58,222 -80%
AG
2
Advisor Group
Arizona
$1K
Jane Street
3
Jane Street
New York
-$235K -11,200 Closed

SDVY Hedge Fund Activity: Q1 2018 in Review

2 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2018, worth a combined $310K — down 82% from $1.77M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SDVY and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.

The largest seller was Royal Bank of Canada, cutting an estimated $1.23M.

  • 2 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2018, down from 3 in Q4 2017.
  • Funds reported $310K of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2018, down 82% quarter-over-quarter.
  • 0 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2018 and 1 closed out, a net change of -1 holder.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2018 was Royal Bank of Canada, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2018.