First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Shares Bought by Mason & Associates Inc

Mason & Associates Inc lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 1,068.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 73,905 shares of the company’s stock after acquiring an additional 67,581 shares during the period. First Trust SMID Cap Rising Dividend Archievers ETF accounts for approximately 0.7% of Mason & Associates Inc’s portfolio, making the stock its 26th biggest holding. Mason & Associates Inc’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,689,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Kingswood Wealth Advisors LLC purchased a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the 1st quarter worth approximately $536,000. Wealth Enhancement Advisory Services LLC lifted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 10.3% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 518,530 shares of the company’s stock worth $18,055,000 after buying an additional 48,352 shares during the period. RiverTree Advisors LLC boosted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 2.7% in the 1st quarter. RiverTree Advisors LLC now owns 177,716 shares of the company’s stock worth $6,188,000 after buying an additional 4,739 shares during the last quarter. Investment Partners LTD. increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.5% during the 1st quarter. Investment Partners LTD. now owns 21,271 shares of the company’s stock valued at $741,000 after acquiring an additional 315 shares during the last quarter. Finally, Pinnacle Bancorp Inc. grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 58.7% during the 1st quarter. Pinnacle Bancorp Inc. now owns 2,568 shares of the company’s stock valued at $89,000 after buying an additional 950 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of SDVY stock traded up $0.02 on Thursday, hitting $36.16. The stock had a trading volume of 467,816 shares, compared to its average volume of 1,109,526. First Trust SMID Cap Rising Dividend Archievers ETF has a 52-week low of $26.40 and a 52-week high of $37.55. The firm has a market capitalization of $6.24 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. The stock’s 50 day moving average is $35.74 and its 200-day moving average is $34.56.

First Trust SMID Cap Rising Dividend Archievers ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, September 30th. Stockholders of record on Thursday, September 26th were paid a dividend of $0.1383 per share. The ex-dividend date was Thursday, September 26th. This represents a $0.55 annualized dividend and a dividend yield of 1.53%.

About First Trust SMID Cap Rising Dividend Archievers ETF

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.