First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Shares Bought by Sanchez Wealth Management Group

Sanchez Wealth Management Group raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 0.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 354,481 shares of the company’s stock after purchasing an additional 2,731 shares during the period. First Trust SMID Cap Rising Dividend Archievers ETF accounts for 3.5% of Sanchez Wealth Management Group’s portfolio, making the stock its 12th largest position. Sanchez Wealth Management Group owned about 0.16% of First Trust SMID Cap Rising Dividend Archievers ETF worth $12,708,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in SDVY. Avidian Wealth Enterprises LLC boosted its position in shares of 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 period. DHK Financial Advisors Inc. lifted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 0.5% during the 4th quarter. DHK Financial Advisors Inc. now owns 58,897 shares of the company’s stock worth $2,111,000 after acquiring an additional 297 shares in the last quarter. Legacy Capital Group California Inc. boosted its holdings in 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 period. tru Independence LLC grew its position in First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% in the fourth quarter. tru Independence LLC now owns 31,039 shares of the company’s stock valued at $1,113,000 after acquiring an additional 362 shares in the last quarter. Finally, Second Half Financial Partners LLC raised its stake 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 valued at $354,000 after purchasing an additional 365 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Down 0.9 %

SDVY opened at $36.74 on Friday. First Trust SMID Cap Rising Dividend Archievers ETF has a twelve month low of $31.50 and a twelve month high of $40.60. The firm has a market cap of $8.19 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. The company has a fifty day simple moving average of $37.19 and a 200 day simple moving average of $36.54.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were paid a $0.1821 dividend. 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.