We are live on
!
Find out more
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
164 hedge funds and large institutions have $862M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 47 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
77% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 47
30% more capital invested
Capital invested by funds: $663M → $862M (+$199M)
6% more funds holding
Funds holding: 155 → 164 (+9)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.06% less ownership
Funds ownership: 70.17% → 69.11% (-1.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $123K
Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
83
Reduced
47
Closed
13
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$19.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.4M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$6.08M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.03M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.78M |
