Clear Creek Financial Management LLC lifted its position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 5.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,419 shares of the company’s stock after acquiring an additional 574 shares during the period. Clear Creek Financial Management LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $409,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SDVY. Avidian Wealth Enterprises LLC increased its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% in the third quarter. Avidian Wealth Enterprises LLC now owns 15,054 shares of the company’s stock valued at $548,000 after purchasing an additional 295 shares during the period. DHK Financial Advisors Inc. increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 0.5% in the 4th quarter. DHK Financial Advisors Inc. now owns 58,897 shares of the company’s stock worth $2,111,000 after buying an additional 297 shares during the period. Legacy Capital Group California Inc. increased its holdings in 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 period. tru Independence LLC raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the 4th quarter. tru Independence LLC now owns 31,039 shares of the company’s stock worth $1,113,000 after buying an additional 362 shares during the last quarter. Finally, Second Half Financial Partners LLC lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% during the 3rd 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 during the period.
First Trust SMID Cap Rising Dividend Archievers ETF Price Performance
NASDAQ:SDVY opened at $37.38 on Monday. The company’s fifty day moving average price is $37.43 and its 200-day moving average price is $36.50. First Trust SMID Cap Rising Dividend Archievers ETF has a 1-year low of $31.40 and a 1-year high of $40.60. The firm has a market capitalization of $8.30 billion, a P/E ratio of 8.30 and a beta of 1.18.
First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend
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.
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