J.W. Cole Advisors Inc. Has $6.36 Million Stock Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

J.W. Cole Advisors Inc. cut its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 13.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 177,456 shares of the company’s stock after selling 27,202 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $6,362,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. L.M. Kohn & Company increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 33.2% in the fourth quarter. L.M. Kohn & Company now owns 8,410 shares of the company’s stock valued at $301,000 after buying an additional 2,097 shares in the last quarter. Csenge Advisory Group increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 1,943.4% in the fourth quarter. Csenge Advisory Group now owns 227,979 shares of the company’s stock worth $8,173,000 after purchasing an additional 216,822 shares during the period. Secured Retirement Advisors LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 2.5% in the fourth quarter. Secured Retirement Advisors LLC now owns 75,449 shares of the company’s stock worth $2,705,000 after purchasing an additional 1,807 shares during the period. Strategic Financial Concepts LLC acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter worth about $637,000. Finally, Allworth Financial LP increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 28.5% in the fourth quarter. Allworth Financial LP now owns 12,950 shares of the company’s stock worth $490,000 after purchasing an additional 2,872 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Up 1.0 %

Shares of SDVY stock opened at $36.99 on Friday. The stock has a 50-day moving average price of $36.87 and a 200 day moving average price of $36.58. The firm has a market cap of $8.24 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $32.05 and a 12 month high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The company also recently disclosed a dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were given 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.