N.E.W. Advisory Services LLC Has $7.27 Million Stock Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

N.E.W. Advisory Services LLC lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 202,754 shares of the company’s stock after acquiring an additional 14,675 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF makes up 0.7% of N.E.W. Advisory Services LLC’s holdings, making the stock its 27th biggest holding. N.E.W. Advisory Services LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $7,269,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. New Wave Wealth Advisors LLC acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF during the 4th quarter worth about $60,000. Barnes Pettey Financial Advisors LLC bought a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the 4th quarter valued at about $355,000. Calton & Associates Inc. acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth approximately $227,000. Capital Investment Advisory Services LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 8.3% in the fourth quarter. Capital Investment Advisory Services LLC now owns 66,752 shares of the company’s stock worth $2,393,000 after purchasing an additional 5,098 shares in the last quarter. Finally, American Institute for Advanced Investment Management LLP acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter valued at approximately $997,000.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Down 1.3 %

Shares of SDVY stock opened at $37.38 on Friday. The firm has a 50 day moving average of $37.48 and a 200-day moving average of $36.48. The company has a market cap of $8.26 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 52 week low of $31.40 and a 52 week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The business also recently declared a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were paid a $0.1821 dividend. The ex-dividend date 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.