Atlas Wealth LLC Purchases 16,385 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Atlas Wealth LLC increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 27.9% during the third quarter, according to its most recent filing with the SEC. The fund owned 75,076 shares of the company’s stock after buying an additional 16,385 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF accounts for approximately 1.2% of Atlas Wealth LLC’s portfolio, making the stock its 19th largest holding. Atlas Wealth LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,731,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Capital Investment Advisors LLC boosted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 38,705.4% in the second quarter. Capital Investment Advisors LLC now owns 3,007,808 shares of the company’s stock valued at $100,401,000 after acquiring an additional 3,000,057 shares during the last quarter. LPL Financial LLC raised its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% in the 3rd quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock worth $654,371,000 after purchasing an additional 2,628,717 shares during the period. Park National Corp OH lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 292.0% in the third quarter. Park National Corp OH now owns 2,531,035 shares of the company’s stock valued at $92,079,000 after purchasing an additional 1,885,435 shares during the last quarter. Smith Chas P & Associates PA Cpas bought a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the second quarter valued at $32,429,000. Finally, Raymond James Financial Services Advisors Inc. increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 34.4% in the second quarter. Raymond James Financial Services Advisors Inc. now owns 3,266,343 shares of the company’s stock worth $109,031,000 after buying an additional 835,904 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of SDVY opened at $39.95 on Monday. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $29.18 and a 1 year high of $40.60. The stock’s fifty day moving average price is $37.31 and its two-hundred day moving average price is $35.43. The firm has a market cap of $6.99 billion, a PE ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, September 30th. Shareholders of record on Thursday, September 26th were issued a dividend of $0.1383 per share. This represents a $0.55 annualized dividend and a yield of 1.38%. The ex-dividend date of this dividend was Thursday, September 26th.

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.