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
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$119K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $744K | +$273K | +13,585 | +59% |
|
2
LPL Financial
San Diego,
California
| $719K | +$375K | +18,660 | +111% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $304K | -$119K | -5,904 | -28% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $125K | +$85.6K | +4,258 | +221% |
|
|
AIC
5
Ameritas Investment Company
Lincoln,
Nebraska
| $12K | +$12.3K | +610 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$1K | -28 | Closed |
|
SDVY Hedge Fund Activity: Q3 2019 in Review
6 of the 4,560 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.