Capital Investment Advisors LLC increased its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 8.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,510,050 shares of the company’s stock after buying an additional 267,372 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF accounts for approximately 2.6% of Capital Investment Advisors LLC’s holdings, making the stock its 4th largest holding. Capital Investment Advisors LLC owned 1.63% of First Trust SMID Cap Rising Dividend Archievers ETF worth $125,835,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in SDVY. Brookstone Capital Management boosted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 73.6% in the fourth quarter. Brookstone Capital Management now owns 40,673 shares of the company’s stock valued at $1,458,000 after buying an additional 17,249 shares during the period. EWG Elevate Inc. boosted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 2.9% in the 4th quarter. EWG Elevate Inc. now owns 81,473 shares of the company’s stock worth $2,921,000 after purchasing an additional 2,286 shares during the period. Aprio Wealth Management LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 8.5% during the 4th quarter. Aprio Wealth Management LLC now owns 201,302 shares of the company’s stock worth $7,217,000 after purchasing an additional 15,819 shares in the last quarter. ORG Partners LLC raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 202.5% in the 4th quarter. ORG Partners LLC now owns 6,050 shares of the company’s stock valued at $217,000 after purchasing an additional 4,050 shares during the period. Finally, First Hawaiian Bank lifted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 68.1% in the fourth quarter. First Hawaiian Bank now owns 92,134 shares of the company’s stock valued at $3,303,000 after purchasing an additional 37,321 shares in the last quarter.
First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance
First Trust SMID Cap Rising Dividend Archievers ETF stock traded up $0.19 during mid-day trading on Monday, reaching $35.59. The company’s stock had a trading volume of 499,596 shares, compared to its average volume of 1,594,488. 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 business’s 50 day simple moving average is $37.69 and its 200 day simple moving average is $36.11. The company has a market capitalization of $7.65 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18.
First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement
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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