Flagship Harbor Advisors LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 73.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,076 shares of the company’s stock after purchasing an additional 13,611 shares during the quarter. Flagship Harbor Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $1,150,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also made changes to their positions in SDVY. Avidian Wealth Enterprises LLC grew its position in First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% in the third quarter. Avidian Wealth Enterprises LLC now owns 15,054 shares of the company’s stock worth $548,000 after buying an additional 295 shares during the last quarter. Legacy Capital Group California Inc. grew its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% in the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock worth $1,645,000 after acquiring an additional 343 shares during the last quarter. Second Half Financial Partners LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% during the third quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock worth $354,000 after purchasing an additional 365 shares during the period. CX Institutional lifted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.4% during the third quarter. CX Institutional now owns 94,576 shares of the company’s stock valued at $3,441,000 after purchasing an additional 383 shares during the last quarter. Finally, Thrivent Financial for Lutherans boosted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% in the 2nd quarter. Thrivent Financial for Lutherans now owns 36,085 shares of the company’s stock valued at $1,205,000 after purchasing an additional 417 shares during the period.
First Trust SMID Cap Rising Dividend Archievers ETF Trading Down 0.4 %
NASDAQ SDVY opened at $37.80 on Monday. 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 company has a market cap of $8.28 billion, a PE ratio of 8.30 and a beta of 1.18. The stock’s 50-day moving average price is $37.53 and its two-hundred day moving average price is $36.42.
First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement
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.
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