First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
8 hedge funds and large institutions have $1.26M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
93% more capital invested
Capital invested by funds: $653K → $1.26M (+$605K)
60% more funds holding
Funds holding: 5 → 8 (+3)
20.5% more ownership
Funds ownership: 15.33% → 35.83% (+21%)
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$464K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$247K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$36.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$30.5K |
| 5 |
LPL Financial
San Diego,
California
|
+$19.7K |
Top Sellers
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $636K | +$464K | +23,928 | +194% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $224K | +$247K | +12,750 | New |
|
|
3
LPL Financial
San Diego,
California
| $204K | +$19.7K | +1,015 | +10% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $98K | +$30.5K | +1,575 | +39% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $46K | -$14.7K | -757 | -23% |
|
|
6
UBS Group
Zurich,
Switzerland
| $33K | +$36.6K | +1,885 | New |
|
|
AIC
7
Ameritas Investment Company
Lincoln,
Nebraska
| $11K | +$11.8K | +610 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $6K | – | – | – |
|
SDVY Hedge Fund Activity: Q4 2018 in Review
8 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2018, worth a combined $1.26M — up 93% from $653K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SDVY positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $464K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $14.7K.
- 8 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2018, up from 5 in Q3 2018.
- Funds reported $1.26M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2018, up 93% quarter-over-quarter.
- 3 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $464K added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $14.7K sold.
Based on aggregated 13F filings for Q4 2018.