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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
307 hedge funds and large institutions have $3.2B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 45 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
600% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 12
269% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 45
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
54% more capital invested
Capital invested by funds: $2.08B → $3.2B (+$1.12B)
30% more funds holding
Funds holding: 236 → 307 (+71)
5.47% less ownership
Funds ownership: 86.91% → 81.44% (-5.5%)
Holders
307
Holders Change
+71
Holders Change %
+30.08%
% of All Funds
4.42%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
166
Reduced
45
Closed
12
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
-$48K
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$136M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$94.2M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$87.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$69.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$65.4M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$65.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.6M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.99M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$3.8M |
| 5 |
IF
Intrua Financial
Houston,
Texas
|
-$3.74M |
