First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Shares Acquired by Capital Investment Advisors LLC

Capital Investment Advisors LLC raised its stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 8.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,510,050 shares of the company’s stock after purchasing an additional 267,372 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF accounts for about 2.6% of Capital Investment Advisors LLC’s portfolio, making the stock its 4th biggest position. Capital Investment Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $125,835,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Avidian Wealth Enterprises LLC grew its position in First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 15,054 shares of the company’s stock worth $548,000 after purchasing an additional 295 shares in the last quarter. Legacy Capital Group California Inc. boosted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% in the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock worth $1,645,000 after buying an additional 343 shares during the last quarter. Second Half Financial Partners LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% in the third quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock valued at $354,000 after acquiring an additional 365 shares in the last quarter. CX Institutional increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.4% during the third quarter. CX Institutional now owns 94,576 shares of the company’s stock valued at $3,441,000 after acquiring an additional 383 shares during the last quarter. Finally, Thrivent Financial for Lutherans lifted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the second quarter. Thrivent Financial for Lutherans now owns 36,085 shares of the company’s stock worth $1,205,000 after acquiring an additional 417 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Up 0.5 %

SDVY stock traded up $0.19 during midday trading on Monday, hitting $35.59. The company’s stock had a trading volume of 499,596 shares, compared to its average volume of 1,594,488. The stock has a market cap of $7.65 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. The stock’s 50-day moving average price is $37.69 and its 200 day moving average price is $36.11. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $30.93 and a 1 year high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The business also recently declared a dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were issued a $0.1821 dividend. 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.