Legacy Capital Group California Inc. lowered its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 4.1% in the fourth quarter, Holdings Channel reports. The firm owned 43,388 shares of the company’s stock after selling 1,837 shares during the quarter. Legacy Capital Group California Inc.’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $1,555,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors also recently bought and sold shares of the company. LPL Financial LLC boosted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% during the third quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock worth $654,371,000 after buying an additional 2,628,717 shares during the period. Capital Investment Advisors LLC raised its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 8.2% during the 4th quarter. Capital Investment Advisors LLC now owns 3,510,050 shares of the company’s stock valued at $125,835,000 after acquiring an additional 267,372 shares during the last quarter. Park National Corp OH lifted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 11.7% during the 4th quarter. Park National Corp OH now owns 2,827,593 shares of the company’s stock worth $101,369,000 after acquiring an additional 296,558 shares during the period. Truist Financial Corp grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 7.8% in the 4th quarter. Truist Financial Corp now owns 2,629,953 shares of the company’s stock valued at $94,284,000 after purchasing an additional 190,665 shares during the last quarter. Finally, Stifel Financial Corp increased its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.3% in the third quarter. Stifel Financial Corp now owns 2,485,251 shares of the company’s stock valued at $90,415,000 after purchasing an additional 347,799 shares during the period.
First Trust SMID Cap Rising Dividend Archievers ETF Price Performance
Shares of NASDAQ SDVY opened at $36.63 on Friday. The stock has a fifty day moving average price of $36.75 and a 200 day moving average price of $36.61. First Trust SMID Cap Rising Dividend Archievers ETF has a 1-year low of $32.05 and a 1-year high of $40.60. The company has a market cap of $8.16 billion, a PE ratio of 8.30 and a beta of 1.18.
First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend
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.
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