SageOak Financial LLC Buys New Stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

SageOak Financial LLC bought a new stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 24,024 shares of the company’s stock, valued at approximately $861,000. First Trust SMID Cap Rising Dividend Archievers ETF accounts for about 0.8% of SageOak Financial LLC’s portfolio, making the stock its 22nd biggest holding.

Several other large investors have also recently added to or reduced their stakes in the business. Thrivent Financial for Lutherans increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 45.3% in the 4th quarter. Thrivent Financial for Lutherans now owns 53,108 shares of the company’s stock valued at $2,023,000 after acquiring an additional 16,558 shares during the period. SSI Investment Management LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 56.8% in the 4th quarter. SSI Investment Management LLC now owns 183,679 shares of the company’s stock valued at $6,585,000 after acquiring an additional 66,569 shares during the period. Axxcess Wealth Management LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 322.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 26,148 shares of the company’s stock valued at $937,000 after acquiring an additional 19,964 shares during the period. Cozad Asset Management Inc. increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 10.2% in the 4th quarter. Cozad Asset Management Inc. now owns 85,696 shares of the company’s stock valued at $3,072,000 after acquiring an additional 7,929 shares during the period. Finally, Pitti Group Wealth Management LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 70.9% in the 4th quarter. Pitti Group Wealth Management LLC now owns 13,510 shares of the company’s stock valued at $484,000 after acquiring an additional 5,605 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

SDVY opened at $33.48 on Wednesday. The stock’s 50 day moving average price is $36.03 and its 200 day moving average price is $36.58. The stock has a market cap of $7.46 billion, a P/E ratio of 13.44 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $32.22 and a 12 month high of $40.60.

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.