Secured Retirement Advisors LLC Purchases 1,807 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Secured Retirement Advisors LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 75,449 shares of the company’s stock after buying an additional 1,807 shares during the period. First Trust SMID Cap Rising Dividend Archievers ETF accounts for about 1.5% of Secured Retirement Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Secured Retirement Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,705,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. CWM LLC boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 173.9% during the 3rd quarter. CWM LLC now owns 8,404 shares of the company’s stock worth $306,000 after acquiring an additional 5,336 shares during the period. Global Retirement Partners LLC raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 83.4% during the third quarter. Global Retirement Partners LLC now owns 47,976 shares of the company’s stock valued at $1,745,000 after purchasing an additional 21,819 shares in the last quarter. Ellsworth Advisors LLC lifted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 31.0% in the third quarter. Ellsworth Advisors LLC now owns 9,729 shares of the company’s stock worth $354,000 after purchasing an additional 2,303 shares during the period. Onyx Bridge Wealth Group LLC bought a new position in First Trust SMID Cap Rising Dividend Archievers ETF in the 3rd quarter valued at about $261,000. Finally, Stratos Wealth Advisors LLC increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 14.9% during the 3rd quarter. Stratos Wealth Advisors LLC now owns 100,353 shares of the company’s stock valued at $3,651,000 after buying an additional 13,002 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Up 1.0 %

Shares of NASDAQ:SDVY opened at $36.99 on Friday. The company has a 50 day moving average of $36.87 and a 200-day moving average of $36.58. The firm has a market cap of $8.24 billion, a P/E ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a twelve month low of $32.05 and a twelve month high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

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