First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
11 hedge funds and large institutions have $2.27M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
83% more funds holding
Funds holding: 6 → 11 (+5)
9.76% less ownership
Funds ownership: 38.71% → 28.95% (-9.8%)
40% less capital invested
Capital invested by funds: $3.77M → $2.27M (-$1.51M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$561K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Osaic Holdings
Scottsdale,
Arizona
| $505K | +$684K | +35,446 | New |
|
|
FAIM
2
Financial Advocates Investment Management
Olympia,
Washington
| $484K | +$242K | +12,575 | +59% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $478K | +$648K | +33,600 | New |
|
|
OPA
4
Old Port Advisors
Portland,
Maine
| $208K | +$282K | +14,625 | New |
|
|
5
LPL Financial
San Diego,
California
| $206K | -$561K | -29,092 | -67% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $204K | -$319K | -16,554 | -54% |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $99K | +$134K | +6,960 | New |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $67K | +$90.9K | +4,714 | New |
|
|
AIC
9
Ameritas Investment Company
Lincoln,
Nebraska
| $9K | +$11.8K | +610 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $7K | +$9.99K | +518 | New |
|
SDVY Hedge Fund Activity: Q1 2020 in Review
11 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2020, worth a combined $2.27M — down 40% from $3.77M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SDVY positions and 0 closed out — a net gain of 7 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $648K. The largest seller was LPL Financial, cutting an estimated $561K.
- 11 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2020, up from 6 in Q4 2019.
- Funds reported $2.27M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2020, down 40% quarter-over-quarter.
- 7 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2020 and 0 closed out, a net change of +7 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $648K added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2020 was LPL Financial, an estimated $561K sold.
Based on aggregated 13F filings for Q1 2020.