Strategic Financial Concepts LLC acquired a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 469,011 shares of the company’s stock, valued at approximately $16,814,000.
Several other institutional investors have also bought and sold shares of SDVY. GHP Investment Advisors Inc. bought a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the 4th quarter worth about $36,000. Silver Oak Securities Incorporated increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 5.4% in the 4th quarter. Silver Oak Securities Incorporated now owns 55,228 shares of the company’s stock worth $1,973,000 after buying an additional 2,830 shares during the period. Financial Advocates Investment Management increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 28.8% in the 4th quarter. Financial Advocates Investment Management now owns 168,052 shares of the company’s stock worth $6,025,000 after buying an additional 37,566 shares during the period. Beacon Financial Advisory LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 63.8% during the 4th quarter. Beacon Financial Advisory LLC now owns 25,899 shares of the company’s stock valued at $928,000 after purchasing an additional 10,091 shares during the period. Finally, Lion Street Advisors LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 20.8% during the 4th quarter. Lion Street Advisors LLC now owns 23,791 shares of the company’s stock valued at $853,000 after purchasing an additional 4,091 shares during the period.
First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance
NASDAQ SDVY opened at $36.74 on Friday. The company has a market capitalization of $8.19 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. The company’s 50-day simple moving average is $37.19 and its two-hundred day simple moving average is $36.54. First Trust SMID Cap Rising Dividend Archievers ETF has a one year low of $31.50 and a one year high of $40.60.
First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend
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.
Further Reading
- Five stocks we like better than First Trust SMID Cap Rising Dividend Archievers ETF
- Why Are Stock Sectors Important to Successful Investing?
- IBM’s AI Bet Pays Off—What’s Next for Investors?
- Best of the list of Dividend Aristocrats: Build wealth with the aristocrat index
- 3 Reasons to Treat AMD’s Drop as an Entry Opportunity
- Procter & Gamble (NYSE:PG) Pulls Back After Shaky Guidance
- Qualcomm’s Post-Earnings Dip: A Prime Buying Opportunity?
Want to see what other hedge funds are holding SDVY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report).
Receive News & Ratings for First Trust SMID Cap Rising Dividend Archievers ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for First Trust SMID Cap Rising Dividend Archievers ETF and related companies with MarketBeat.com's FREE daily email newsletter.