24,024 Shares in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Acquired by SageOak Financial LLC

SageOak Financial LLC acquired a new position in 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 fund acquired 24,024 shares of the company’s stock, valued at approximately $861,000. First Trust SMID Cap Rising Dividend Archievers ETF comprises approximately 0.8% of SageOak Financial LLC’s investment portfolio, making the stock its 22nd largest position.

Several other institutional investors have also recently bought and sold shares of SDVY. Raymond James Financial Inc. bought a new position in First Trust SMID Cap Rising Dividend Archievers ETF in the 4th quarter worth approximately $381,301,000. LPL Financial LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% during the 3rd quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock valued at $654,371,000 after acquiring an additional 2,628,717 shares during the last quarter. Independent Advisor Alliance bought a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the 4th quarter valued at $50,719,000. HighTower Advisors LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 79.1% during the 4th quarter. HighTower Advisors LLC now owns 2,398,427 shares of the company’s stock valued at $85,984,000 after acquiring an additional 1,059,353 shares during the last quarter. Finally, Commonwealth Equity Services LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 29.2% during the 4th quarter. Commonwealth Equity Services LLC now owns 2,702,167 shares of the company’s stock valued at $96,873,000 after acquiring an additional 610,079 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of First Trust SMID Cap Rising Dividend Archievers ETF stock opened at $33.48 on Wednesday. The firm has a fifty day moving average of $36.03 and a two-hundred day moving average of $36.58. The stock has a market capitalization of $7.46 billion, a price-to-earnings ratio of 13.44 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 52 week low of $32.22 and a 52 week high of $40.60.

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.