First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Shares Bought by L.M. Kohn & Company

L.M. Kohn & Company raised its position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 33.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 8,410 shares of the company’s stock after acquiring an additional 2,097 shares during the quarter. L.M. Kohn & Company’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $301,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in SDVY. LPL Financial LLC increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% in the third quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock valued at $654,371,000 after purchasing an additional 2,628,717 shares during the period. Raymond James & Associates increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 18.8% during the third quarter. Raymond James & Associates now owns 4,234,856 shares of the company’s stock valued at $154,064,000 after acquiring an additional 669,172 shares during the period. Advance Capital Management Inc. acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter valued at approximately $17,603,000. Strategic Financial Concepts LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter valued at approximately $16,814,000. Finally, Stifel Financial Corp increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.3% during the third quarter. Stifel Financial Corp now owns 2,485,251 shares of the company’s stock valued at $90,415,000 after acquiring an additional 347,799 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

NASDAQ SDVY opened at $36.99 on Monday. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $32.05 and a 12 month high of $40.60. The firm has a market capitalization of $8.24 billion, a PE ratio of 8.30 and a beta of 1.18. The company’s 50 day simple moving average is $36.87 and its 200 day simple moving average is $36.58.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

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