RFG Advisory LLC Boosts Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

RFG Advisory LLC raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 35.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 277,020 shares of the company’s stock after buying an additional 72,507 shares during the quarter. RFG Advisory LLC owned about 0.13% of First Trust SMID Cap Rising Dividend Archievers ETF worth $9,931,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of SDVY. Bank of New York Mellon Corp lifted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 33.8% in the second quarter. Bank of New York Mellon Corp now owns 11,546 shares of the company’s stock worth $385,000 after buying an additional 2,919 shares in the last quarter. Renaissance Technologies LLC increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 11.3% in the 2nd quarter. Renaissance Technologies LLC now owns 67,000 shares of the company’s stock worth $2,236,000 after acquiring an additional 6,800 shares during the last quarter. Thrivent Financial for Lutherans raised its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the 2nd quarter. Thrivent Financial for Lutherans now owns 36,085 shares of the company’s stock worth $1,205,000 after acquiring an additional 417 shares in the last quarter. Insigneo Advisory Services LLC bought a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the 2nd quarter valued at approximately $459,000. Finally, Daymark Wealth Partners LLC boosted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 743.9% during the 2nd quarter. Daymark Wealth Partners LLC now owns 163,058 shares of the company’s stock valued at $5,443,000 after acquiring an additional 143,736 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of SDVY opened at $37.96 on Friday. The stock has a market capitalization of $8.29 billion, a PE ratio of 8.30 and a beta of 1.18. The company’s fifty day moving average is $37.55 and its 200 day moving average is $36.33. First Trust SMID Cap Rising Dividend Archievers ETF has a fifty-two week low of $31.40 and a fifty-two week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Friday, December 13th were given a dividend of $0.1821 per share. The ex-dividend date was Friday, December 13th.

About First Trust SMID Cap Rising Dividend Archievers ETF

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.