First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
5 hedge funds and large institutions have $653K invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
90% more capital invested
Capital invested by funds: $344K → $653K (+$309K)
67% more funds holding
Funds holding: 3 → 5 (+2)
7.14% more ownership
Funds ownership: 8.19% → 15.33% (+7.1%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$228K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$78.3K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$72.2K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$71.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $262K | -$71.8K | -3,342 | -21% |
|
|
2
LPL Financial
San Diego,
California
| $226K | +$228K | +10,620 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $86K | +$78.3K | +3,644 | +1,012% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $71K | +$72.2K | +3,358 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $8K | – | – | – |
|
SDVY Hedge Fund Activity: Q3 2018 in Review
5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q3 2018, worth a combined $653K — up 90% from $344K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SDVY positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $228K. The largest seller was Royal Bank of Canada, cutting an estimated $71.8K.
- 5 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q3 2018, up from 3 in Q2 2018.
- Funds reported $653K of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q3 2018, up 90% quarter-over-quarter.
- 2 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q3 2018 and 0 closed out, a net change of +2 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q3 2018 was LPL Financial, an estimated $228K added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q3 2018 was Royal Bank of Canada, an estimated $71.8K sold.
Based on aggregated 13F filings for Q3 2018.