First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
6 hedge funds and large institutions have $1.9M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
48% more capital invested
Capital invested by funds: $1.29M → $1.9M (+$615K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4.52% less ownership
Funds ownership: 31.32% → 26.81% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$375K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$273K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$85.6K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$12.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$119K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
SDVY Hedge Fund Activity: Q3 2019 in Review
6 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q3 2019, worth a combined $1.9M — up 48% from $1.29M a quarter earlier.
Fund positioning in SDVY was balanced in Q3 2019: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $375K. The largest seller was Royal Bank of Canada, cutting an estimated $119K.
- 6 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $1.9M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q3 2019, up 48% quarter-over-quarter.
- 1 fund opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q3 2019 and 1 closed out, a net change of 0 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q3 2019 was LPL Financial, an estimated $375K added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $119K sold.
Based on aggregated 13F filings for Q3 2019.