First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
9 hedge funds and large institutions have $3.94M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
88% more capital invested
Capital invested by funds: $2.1M → $3.94M (+$1.84M)
29% more funds holding
Funds holding: 7 → 9 (+2)
12.35% more ownership
Funds ownership: 20.88% → 33.24% (+12%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAIM
1
Financial Advocates Investment Management
Olympia,
Washington
| $976K | +$69.3K | +3,188 | +8% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $699K | -$19.6K | -900 | -3% |
|
|
AWG
3
Altus Wealth Group
Colorado Springs,
Colorado
| $601K | +$551K | +25,322 | New |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $402K | -$31.2K | -1,436 | -8% |
|
|
OPA
5
Old Port Advisors
Portland,
Maine
| $390K | – | – | – |
|
|
EH
6
Equitable Holdings
New York
| $306K | +$281K | +12,900 | New |
|
7
LPL Financial
San Diego,
California
| $288K | +$264K | +12,139 | New |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $240K | +$27.7K | +1,275 | +14% |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $37K | -$25.4K | -1,168 | -43% |
|
10
Wells Fargo
San Francisco,
California
| – | -$22 | -1 | Closed |
|
SDVY Hedge Fund Activity: Q4 2020 in Review
9 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2020, worth a combined $3.94M — up 88% from $2.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SDVY positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $281K. The largest seller was Royal Bank of Canada, cutting an estimated $31.2K.
- 9 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2020, up from 7 in Q3 2020.
- Funds reported $3.94M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2020, up 88% quarter-over-quarter.
- 3 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2020 was Equitable Holdings, an estimated $281K added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $31.2K sold.
Based on aggregated 13F filings for Q4 2020.