First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
6 hedge funds and large institutions have $1.29M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
3% less capital invested
Capital invested by funds: $1.33M → $1.29M (-$44K)
2.19% less ownership
Funds ownership: 33.51% → 31.32% (-2.2%)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$198K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$32K |
| 3 |
LPL Financial
San Diego,
California
|
+$27.3K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$221K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$115K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $475K | +$198K | +9,750 | +73% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $429K | -$221K | -10,868 | -34% |
|
|
3
LPL Financial
San Diego,
California
| $345K | +$27.3K | +1,345 | +9% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $39K | +$32K | +1,575 | +447% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $1K | -$115K | -5,679 | -100% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$10K | -494 | Closed |
|
SDVY Hedge Fund Activity: Q2 2019 in Review
6 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2019, worth a combined $1.29M — down 3.3% from $1.33M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SDVY and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $198K. The largest seller was Royal Bank of Canada, cutting an estimated $221K.
- 6 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2019, down from 7 in Q1 2019.
- Funds reported $1.29M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2019, down 3.3% quarter-over-quarter.
- 0 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2019 and 1 closed out, a net change of -1 holder.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $198K added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $221K sold.
Based on aggregated 13F filings for Q2 2019.