Global Retirement Partners LLC Acquires 14,384 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Global Retirement Partners LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 30.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 62,360 shares of the company’s stock after buying an additional 14,384 shares during the period. Global Retirement Partners LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,236,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Assetmark Inc. increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 105.2% during 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 in the last quarter. Thrivent Financial for Lutherans increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.3% during the third quarter. Thrivent Financial for Lutherans now owns 36,550 shares of the company’s stock worth $1,330,000 after purchasing an additional 465 shares in the last quarter. Cherry Creek Investment Advisors Inc. increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 8.8% during the third quarter. Cherry Creek Investment Advisors Inc. now owns 86,313 shares of the company’s stock worth $3,140,000 after purchasing an additional 6,973 shares in the last quarter. Redhawk Wealth Advisors Inc. increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.4% during the fourth quarter. Redhawk Wealth Advisors Inc. now owns 150,303 shares of the company’s stock worth $5,388,000 after purchasing an additional 21,199 shares in the last quarter. Finally, Janney Montgomery Scott LLC increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 46.8% during the fourth quarter. Janney Montgomery Scott LLC now owns 713,298 shares of the company’s stock worth $25,572,000 after purchasing an additional 227,413 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Down 1.1 %

Shares of SDVY stock opened at $36.63 on Friday. The business’s fifty day simple moving average is $36.75 and its 200-day simple moving average is $36.61. 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 has a 12-month low of $32.05 and a 12-month high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

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