Elevation Wealth Partners LLC Buys Shares of 1,721 First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Elevation Wealth Partners LLC purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 1,721 shares of the company’s stock, valued at approximately $62,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SDVY. Comprehensive Financial Planning Inc. PA acquired a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth $379,000. Wagner Wealth Management LLC boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 5.2% during the fourth quarter. Wagner Wealth Management LLC now owns 392,166 shares of the company’s stock valued at $14,059,000 after acquiring an additional 19,271 shares during the last quarter. Stiles Financial Services Inc grew its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 85.5% during the 4th quarter. Stiles Financial Services Inc now owns 14,473 shares of the company’s stock worth $519,000 after acquiring an additional 6,670 shares during the period. Stephens Inc. AR raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 357.5% in the 4th quarter. Stephens Inc. AR now owns 89,674 shares of the company’s stock worth $3,215,000 after acquiring an additional 70,073 shares in the last quarter. Finally, Moloney Securities Asset Management LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the 4th quarter valued at about $301,000.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of First Trust SMID Cap Rising Dividend Archievers ETF stock opened at $36.74 on Monday. The stock’s 50-day moving average is $37.13 and its 200 day moving average is $36.55. First Trust SMID Cap Rising Dividend Archievers ETF has a one year low of $31.50 and a one year high of $40.60. The firm has a market cap of $8.19 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The firm also recently declared a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a dividend of $0.1821 per share. The ex-dividend date of this dividend was Friday, December 13th.

First Trust SMID Cap Rising Dividend Archievers ETF Profile

The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is an exchange-traded fund that mostly invests in extended market equity. The fund tracks an equal-weighted index of small- and mid-cap US companies with historically increasing dividends and that meet various fundamental criteria. SDVY was launched on Nov 1, 2017 and is managed by First Trust.