Wealthcare Advisory Partners LLC Increases Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Wealthcare Advisory Partners LLC boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 34.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 193,114 shares of the company’s stock after purchasing an additional 49,272 shares during the period. Wealthcare Advisory Partners LLC owned about 0.09% of First Trust SMID Cap Rising Dividend Archievers ETF worth $6,923,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. National Bank of Canada FI purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the third quarter valued at $27,000. Icon Wealth Advisors LLC acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the 3rd quarter valued at about $30,000. Wolff Wiese Magana LLC purchased a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the 4th quarter valued at about $72,000. ORG Partners LLC purchased a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the 3rd quarter valued at about $73,000. Finally, Assetmark Inc. raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 105.2% during the third quarter. Assetmark Inc. now owns 3,211 shares of the company’s stock worth $117,000 after acquiring an additional 1,646 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

SDVY stock opened at $37.43 on Friday. The company’s 50 day simple moving average is $37.63 and its 200-day simple moving average is $36.17. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $30.93 and a 12 month high of $40.60. The firm has a market capitalization of $8.08 billion, a PE ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

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