Davis Investment Partners LLC Acquires 2,024 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Davis Investment Partners LLC raised its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 9.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,932 shares of the company’s stock after purchasing an additional 2,024 shares during the quarter. Davis Investment Partners LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $847,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the business. Bank of New York Mellon Corp raised its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 33.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 11,546 shares of the company’s stock worth $385,000 after purchasing an additional 2,919 shares during the period. Oppenheimer & Co. Inc. raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 74.9% in the second quarter. Oppenheimer & Co. Inc. now owns 114,438 shares of the company’s stock valued at $3,820,000 after buying an additional 48,991 shares during the period. Envestnet Asset Management Inc. lifted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 13.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,021,868 shares of the company’s stock valued at $67,490,000 after buying an additional 247,246 shares during the last quarter. Collaborative Wealth Managment Inc. grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 5.8% during the 2nd quarter. Collaborative Wealth Managment Inc. now owns 15,336 shares of the company’s stock worth $512,000 after acquiring an additional 846 shares during the period. Finally, Renaissance Technologies LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 11.3% in the 2nd quarter. Renaissance Technologies LLC now owns 67,000 shares of the company’s stock worth $2,236,000 after acquiring an additional 6,800 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Up 1.4 %

First Trust SMID Cap Rising Dividend Archievers ETF stock traded up $0.48 during midday trading on Monday, reaching $35.88. The stock had a trading volume of 1,534,479 shares, compared to its average volume of 1,752,064. The firm has a market capitalization of $7.71 billion, a PE ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $30.93 and a 12 month high of $40.60. The firm’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 Dividend Announcement

The firm also recently disclosed 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.