Mutual Advisors LLC Boosts Stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Mutual Advisors LLC lifted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 50.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,429 shares of the company’s stock after purchasing an additional 21,825 shares during the period. Mutual Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,449,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of SDVY. Avidian Wealth Enterprises LLC grew its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% in the third quarter. Avidian Wealth Enterprises LLC now owns 15,054 shares of the company’s stock valued at $548,000 after purchasing an additional 295 shares during the period. Legacy Capital Group California Inc. lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% in the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock valued at $1,645,000 after buying an additional 343 shares in the last quarter. Second Half Financial Partners LLC boosted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% in the 3rd quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock worth $354,000 after buying an additional 365 shares during the last quarter. CX Institutional boosted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 0.4% in the 3rd quarter. CX Institutional now owns 94,576 shares of the company’s stock worth $3,441,000 after buying an additional 383 shares during the last quarter. Finally, Thrivent Financial for Lutherans increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the 2nd quarter. Thrivent Financial for Lutherans now owns 36,085 shares of the company’s stock worth $1,205,000 after buying an additional 417 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

NASDAQ SDVY opened at $37.96 on Friday. The stock’s 50 day simple moving average is $37.55 and its 200-day simple moving average is $36.33. The company has a market cap of $8.29 billion, a PE ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 1-year low of $31.40 and a 1-year high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a $0.1821 dividend. The ex-dividend date of this dividend was Friday, December 13th.

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.