PCG Wealth Advisors LLC Purchases 3,368 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

PCG Wealth Advisors LLC boosted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 6.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,265 shares of the company’s stock after buying an additional 3,368 shares during the period. PCG Wealth Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $1,874,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. LPL Financial LLC lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% in the 3rd quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock valued at $654,371,000 after purchasing an additional 2,628,717 shares during the last quarter. Raymond James & Associates lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 18.8% in the 3rd quarter. Raymond James & Associates now owns 4,234,856 shares of the company’s stock valued at $154,064,000 after purchasing an additional 669,172 shares during the last quarter. Capital Investment Advisors LLC lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 8.2% in the 4th quarter. Capital Investment Advisors LLC now owns 3,510,050 shares of the company’s stock valued at $125,835,000 after purchasing an additional 267,372 shares during the last quarter. Park National Corp OH lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 11.7% in the 4th quarter. Park National Corp OH now owns 2,827,593 shares of the company’s stock valued at $101,369,000 after purchasing an additional 296,558 shares during the last quarter. Finally, Stifel Financial Corp lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.3% in the 3rd quarter. Stifel Financial Corp now owns 2,485,251 shares of the company’s stock valued at $90,415,000 after purchasing an additional 347,799 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

NASDAQ:SDVY opened at $37.80 on Friday. The business has a 50 day simple moving average of $37.53 and a 200-day simple moving average of $36.37. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $31.40 and a 1 year high of $40.60. The firm has a market capitalization of $8.26 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The firm also recently declared a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Friday, December 13th were issued a $0.1821 dividend. The ex-dividend date 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.