Cozad Asset Management Inc. Has $3.07 Million Stock Position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Cozad Asset Management Inc. increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 10.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 85,696 shares of the company’s stock after buying an additional 7,929 shares during the period. Cozad Asset Management Inc.’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $3,072,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Assetmark Inc. lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 105.2% in the third quarter. Assetmark Inc. now owns 3,211 shares of the company’s stock worth $117,000 after acquiring an additional 1,646 shares during the period. Creative Financial Designs Inc. ADV increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 51.1% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 67,526 shares of the company’s stock worth $2,421,000 after purchasing an additional 22,828 shares in the last quarter. Thrivent Financial for Lutherans increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 1.3% in the third quarter. Thrivent Financial for Lutherans now owns 36,550 shares of the company’s stock worth $1,330,000 after purchasing an additional 465 shares in the last quarter. Redhawk Wealth Advisors Inc. increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 16.4% in the fourth quarter. Redhawk Wealth Advisors Inc. now owns 150,303 shares of the company’s stock worth $5,388,000 after purchasing an additional 21,199 shares in the last quarter. Finally, Janney Montgomery Scott LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 46.8% in the fourth quarter. Janney Montgomery Scott LLC now owns 713,298 shares of the company’s stock worth $25,572,000 after purchasing an additional 227,413 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of SDVY stock opened at $33.30 on Monday. The company has a market cap of $7.42 billion, a P/E ratio of 13.44 and a beta of 1.18. The stock has a 50 day simple moving average of $36.14 and a two-hundred day simple moving average of $36.62. First Trust SMID Cap Rising Dividend Archievers ETF has a fifty-two week low of $32.22 and a fifty-two week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Company 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.