First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
166 hedge funds and large institutions have $825M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less capital invested
Capital invested by funds: $860M → $825M (-$35.4M)
Holders
166
Holding in Top 10
4
Calls
$345K
Puts
–
Top Buyers
| 1 | +$15M | |
| 2 | +$8.97M | |
| 3 | +$8.74M | |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$7.35M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$5.81M |
Top Sellers
| 1 | -$12.7M | |
| 2 | -$3.53M | |
| 3 | -$2.88M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.75M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$2.48M |