Genesis Private Wealth LLC Purchases New Position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Genesis Private Wealth LLC acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 65,632 shares of the company’s stock, valued at approximately $2,353,000. First Trust SMID Cap Rising Dividend Archievers ETF makes up about 1.3% of Genesis Private Wealth LLC’s holdings, making the stock its 24th largest holding.

Other large investors also recently bought and sold shares of the company. Assetmark Inc. raised its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 105.2% in the third quarter. Assetmark Inc. now owns 3,211 shares of the company’s stock worth $117,000 after buying an additional 1,646 shares in the last quarter. Thrivent Financial for Lutherans increased its position in shares of 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 purchasing an additional 465 shares in the last quarter. Park National Corp OH increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 292.0% in the 3rd quarter. Park National Corp OH now owns 2,531,035 shares of the company’s stock valued at $92,079,000 after acquiring an additional 1,885,435 shares during the period. Cherry Creek Investment Advisors Inc. increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 8.8% in the 3rd quarter. Cherry Creek Investment Advisors Inc. now owns 86,313 shares of the company’s stock valued at $3,140,000 after acquiring an additional 6,973 shares during the period. Finally, Triton Wealth Management PLLC purchased a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the third quarter valued at $237,000.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

NASDAQ:SDVY opened at $37.99 on Wednesday. First Trust SMID Cap Rising Dividend Archievers ETF has a one year low of $31.40 and a one year high of $40.60. The firm has a market cap of $8.30 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. The firm’s fifty day moving average is $37.58 and its two-hundred day moving average is $36.28.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The company also recently announced a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Friday, December 13th were paid 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 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.