Puff Wealth Management LLC Invests $260,000 in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Puff Wealth Management LLC acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 7,252 shares of the company’s stock, valued at approximately $260,000.

Several other institutional investors have also added to or reduced their stakes in SDVY. CWM LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 173.9% in the third quarter. CWM LLC now owns 8,404 shares of the company’s stock valued at $306,000 after purchasing an additional 5,336 shares during the period. Global Retirement Partners LLC grew its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 83.4% in the 3rd quarter. Global Retirement Partners LLC now owns 47,976 shares of the company’s stock valued at $1,745,000 after buying an additional 21,819 shares in the last quarter. Ellsworth Advisors LLC raised its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 31.0% during the 3rd quarter. Ellsworth Advisors LLC now owns 9,729 shares of the company’s stock valued at $354,000 after acquiring an additional 2,303 shares during the period. Onyx Bridge Wealth Group LLC purchased a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the third quarter worth $261,000. Finally, Stratos Wealth Advisors LLC boosted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 14.9% in the third quarter. Stratos Wealth Advisors LLC now owns 100,353 shares of the company’s stock worth $3,651,000 after acquiring an additional 13,002 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

NASDAQ:SDVY opened at $36.99 on Friday. The business’s fifty day moving average is $36.87 and its 200 day moving average is $36.58. The firm has a market cap of $8.24 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 52-week low of $32.05 and a 52-week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

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