Winebrenner Capital Management LLC Acquires Shares of 19,293 First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Winebrenner Capital Management LLC bought a new position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 19,293 shares of the company’s stock, valued at approximately $692,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Ergawealth Advisors Inc. boosted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 5.9% during the third quarter. Ergawealth Advisors Inc. now owns 312,527 shares of the company’s stock valued at $11,370,000 after buying an additional 17,394 shares during the last quarter. Legacy Capital Group California Inc. raised its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% during the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock worth $1,645,000 after acquiring an additional 343 shares in the last quarter. Silver Oak Securities Incorporated boosted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 18.5% during the 3rd quarter. Silver Oak Securities Incorporated now owns 52,398 shares of the company’s stock valued at $1,899,000 after acquiring an additional 8,171 shares during the last quarter. Trueblood Wealth Management LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 18.4% in the third quarter. Trueblood Wealth Management LLC now owns 73,680 shares of the company’s stock valued at $2,680,000 after purchasing an additional 11,456 shares in the last quarter. Finally, Team Financial Group LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 2.3% in the third quarter. Team Financial Group LLC now owns 59,237 shares of the company’s stock worth $2,155,000 after purchasing an additional 1,322 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Down 2.5 %

First Trust SMID Cap Rising Dividend Archievers ETF stock opened at $35.71 on Friday. First Trust SMID Cap Rising Dividend Archievers ETF has a 52-week low of $32.22 and a 52-week high of $40.60. The firm’s fifty day moving average is $36.75 and its 200 day moving average is $36.61. The company has a market cap of $7.96 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The firm also recently declared a dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were issued 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.