IronBridge Private Wealth LLC Makes New $2.57 Million Investment in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

IronBridge Private Wealth LLC purchased a new position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 70,583 shares of the company’s stock, valued at approximately $2,568,000. First Trust SMID Cap Rising Dividend Archievers ETF comprises approximately 1.0% of IronBridge Private Wealth LLC’s holdings, making the stock its 29th largest position.

Other institutional investors and hedge funds have also modified their holdings of the company. HighTower Advisors LLC boosted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 31.3% during the 3rd quarter. HighTower Advisors LLC now owns 1,339,074 shares of the company’s stock worth $48,736,000 after purchasing an additional 319,226 shares during the period. Benjamin Edwards Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 19,026.3% in the third quarter. Benjamin Edwards Inc. now owns 179,022 shares of the company’s stock valued at $6,516,000 after buying an additional 178,086 shares during the last quarter. Atlas Wealth LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 27.9% during the 3rd quarter. Atlas Wealth LLC now owns 75,076 shares of the company’s stock worth $2,731,000 after purchasing an additional 16,385 shares during the period. L.M. Kohn & Company acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the 3rd quarter valued at approximately $230,000. Finally, Flow Traders U.S. LLC bought a new position in First Trust SMID Cap Rising Dividend Archievers ETF in the third quarter worth about $1,444,000.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Down 0.2 %

Shares of NASDAQ SDVY opened at $39.86 on Tuesday. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $30.11 and a 12 month high of $40.60. The company has a market cap of $6.98 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. The business has a fifty day simple moving average of $37.39 and a 200-day simple moving average of $35.46.

First Trust SMID Cap Rising Dividend Archievers ETF Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 30th. Stockholders of record on Thursday, September 26th were given a dividend of $0.1383 per share. This represents a $0.55 annualized dividend and a dividend yield of 1.39%. The ex-dividend date of this dividend was Thursday, September 26th.

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.