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

Cozad Asset Management Inc. boosted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 10.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 85,696 shares of the company’s stock after buying an additional 7,929 shares during the quarter. 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 reporting period.

Other large investors have also bought and sold shares of the company. Assetmark Inc. boosted its stake in 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 valued at $117,000 after buying an additional 1,646 shares in the last quarter. Creative Financial Designs Inc. ADV boosted its stake 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 valued at $2,421,000 after buying an additional 22,828 shares in the last quarter. Thrivent Financial for Lutherans boosted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.3% during the third quarter. Thrivent Financial for Lutherans now owns 36,550 shares of the company’s stock valued at $1,330,000 after purchasing an additional 465 shares in the last quarter. Redhawk Wealth Advisors Inc. boosted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.4% during the fourth quarter. Redhawk Wealth Advisors Inc. now owns 150,303 shares of the company’s stock valued at $5,388,000 after purchasing an additional 21,199 shares in the last quarter. Finally, Janney Montgomery Scott LLC boosted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 46.8% during the fourth quarter. Janney Montgomery Scott LLC now owns 713,298 shares of the company’s stock valued at $25,572,000 after purchasing an additional 227,413 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Up 2.5 %

Shares of SDVY stock opened at $33.30 on Monday. The business’s 50-day moving average price is $36.14 and its 200-day moving average price is $36.62. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $32.22 and a 12 month high of $40.60. The firm has a market capitalization of $7.42 billion, a price-to-earnings ratio of 13.44 and a beta of 1.18.

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.