First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Shares Purchased by Jones Financial Companies Lllp

Jones Financial Companies Lllp increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 207.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 249,236 shares of the company’s stock after purchasing an additional 168,064 shares during the period. Jones Financial Companies Lllp owned approximately 0.11% of First Trust SMID Cap Rising Dividend Archievers ETF worth $8,935,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. SRS Capital Advisors Inc. acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth $3,969,000. US Bancorp DE lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 16.9% during the 4th quarter. US Bancorp DE now owns 120,180 shares of the company’s stock worth $4,308,000 after acquiring an additional 17,405 shares in the last quarter. Private Trust Co. NA boosted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 13.6% during the 4th quarter. Private Trust Co. NA now owns 40,333 shares of the company’s stock valued at $1,446,000 after acquiring an additional 4,815 shares during the period. Oppenheimer & Co. Inc. grew its position in First Trust SMID Cap Rising Dividend Archievers ETF by 29.3% in the 4th quarter. Oppenheimer & Co. Inc. now owns 158,767 shares of the company’s stock valued at $5,692,000 after acquiring an additional 35,938 shares in the last quarter. Finally, Kovack Advisors Inc. increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 65.4% during the fourth quarter. Kovack Advisors Inc. now owns 14,582 shares of the company’s stock worth $523,000 after purchasing an additional 5,767 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of SDVY opened at $34.53 on Tuesday. The company’s 50-day simple moving average is $36.59 and its 200-day simple moving average is $36.73. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $32.22 and a 1 year high of $40.60. The stock has a market capitalization of $7.70 billion, a PE ratio of 12.91 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The firm also recently announced a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a dividend of $0.1821 per share. 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.