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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$281K |
| 2 |
LPL Financial
San Diego,
California
|
+$264K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$69.3K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$27.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31.2K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$25.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$22 |
SDVY Hedge Fund Activity: Q4 2020 in Review
9 of the 5,676 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.