Quantum Private Wealth LLC Cuts Position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Quantum Private Wealth LLC decreased its position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 10.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,448 shares of the company’s stock after selling 1,277 shares during the quarter. Quantum Private Wealth LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $375,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the company. Assetmark Inc. increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 105.2% in the third quarter. Assetmark Inc. now owns 3,211 shares of the company’s stock worth $117,000 after purchasing an additional 1,646 shares during the last quarter. Thrivent Financial for Lutherans increased its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.3% in the 3rd quarter. Thrivent Financial for Lutherans now owns 36,550 shares of the company’s stock worth $1,330,000 after buying an additional 465 shares during the last quarter. Cherry Creek Investment Advisors Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 8.8% during the 3rd quarter. Cherry Creek Investment Advisors Inc. now owns 86,313 shares of the company’s stock valued at $3,140,000 after buying an additional 6,973 shares in the last quarter. Redhawk Wealth Advisors Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.4% during the 4th quarter. Redhawk Wealth Advisors Inc. now owns 150,303 shares of the company’s stock valued at $5,388,000 after buying an additional 21,199 shares in the last quarter. Finally, Janney Montgomery Scott LLC lifted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 46.8% in the 4th quarter. Janney Montgomery Scott LLC now owns 713,298 shares of the company’s stock valued at $25,572,000 after acquiring an additional 227,413 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of NASDAQ SDVY opened at $36.99 on Friday. 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 business’s 50 day moving average is $36.87 and its two-hundred day moving average is $36.58. The stock has a market capitalization 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 Announces Dividend

The business also recently declared a dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were issued a dividend of $0.1821 per share. The ex-dividend date was Friday, December 13th.

First Trust SMID Cap Rising Dividend Archievers ETF Company 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.