CreativeOne Wealth LLC Purchases Shares of 13,539 First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

CreativeOne Wealth LLC purchased a new stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) during the 1st quarter, Holdings Channel reports. The firm purchased 13,539 shares of the company’s stock, valued at approximately $471,000.

Several other large investors also recently made changes to their positions in SDVY. Harbor Investment Advisory LLC increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 123.0% during the fourth quarter. Harbor Investment Advisory LLC now owns 970 shares of the company’s stock valued at $32,000 after acquiring an additional 535 shares during the period. Benjamin Edwards Inc. acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the first quarter valued at approximately $32,000. VitalStone Financial LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter valued at approximately $39,000. TD Capital Management LLC increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 27.7% during the fourth quarter. TD Capital Management LLC now owns 2,026 shares of the company’s stock valued at $66,000 after acquiring an additional 439 shares during the period. Finally, Pinnacle Bancorp Inc. increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 58.7% during the first quarter. Pinnacle Bancorp Inc. now owns 2,568 shares of the company’s stock valued at $89,000 after acquiring an additional 950 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of NASDAQ SDVY traded up $0.60 during mid-day trading on Friday, reaching $36.35. 1,425,265 shares of the company traded hands, compared to its average volume of 1,078,564. First Trust SMID Cap Rising Dividend Archievers ETF has a fifty-two week low of $26.40 and a fifty-two week high of $36.42. The firm has a market cap of $5.30 billion, a PE ratio of 8.30 and a beta of 1.18. The stock has a fifty day simple moving average of $33.93 and a 200-day simple moving average of $33.36.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, June 28th. Shareholders of record on Thursday, June 27th were given a $0.1503 dividend. The ex-dividend date was Thursday, June 27th. This represents a $0.60 annualized dividend and a yield of 1.65%.

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.