Cottage Street Advisors LLC Has $695,000 Stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Cottage Street Advisors LLC increased its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 5.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 19,398 shares of the company’s stock after buying an additional 941 shares during the quarter. Cottage Street Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $695,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. DHK Financial Advisors Inc. grew its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.5% during the fourth 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 in the last quarter. tru Independence LLC lifted its holdings 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 valued at $1,113,000 after purchasing an additional 362 shares during the last quarter. Pineridge Advisors LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 138.9% in the fourth quarter. Pineridge Advisors LLC now owns 762 shares of the company’s stock valued at $27,000 after purchasing an additional 443 shares during the period. Thrivent Financial for Lutherans lifted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 1.3% during the third quarter. Thrivent Financial for Lutherans now owns 36,550 shares of the company’s stock worth $1,330,000 after acquiring an additional 465 shares during the last quarter. Finally, Capital Investment Counsel LLC boosted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.3% in the fourth quarter. Capital Investment Counsel LLC now owns 212,062 shares of the company’s stock valued at $7,602,000 after acquiring an additional 549 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Down 0.2 %

Shares of SDVY opened at $34.35 on Wednesday. The firm’s 50 day moving average is $35.83 and its 200-day moving average is $36.55. The stock has a market capitalization of $7.65 billion, a PE 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 Company 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.