First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Shares Sold by Abound Wealth Management

Abound Wealth Management lessened its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 44.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,421 shares of the company’s stock after selling 1,961 shares during the quarter. Abound Wealth Management’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $87,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Bank of New York Mellon Corp raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 33.8% during the second quarter. Bank of New York Mellon Corp now owns 11,546 shares of the company’s stock worth $385,000 after acquiring an additional 2,919 shares during the last quarter. Oppenheimer & Co. Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 74.9% during the 2nd quarter. Oppenheimer & Co. Inc. now owns 114,438 shares of the company’s stock worth $3,820,000 after purchasing an additional 48,991 shares during the last quarter. Envestnet Asset Management Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 13.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,021,868 shares of the company’s stock worth $67,490,000 after purchasing an additional 247,246 shares during the last quarter. Collaborative Wealth Managment Inc. lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 5.8% in the 2nd quarter. Collaborative Wealth Managment Inc. now owns 15,336 shares of the company’s stock valued at $512,000 after buying an additional 846 shares in the last quarter. Finally, Renaissance Technologies LLC grew its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 11.3% during the 2nd quarter. Renaissance Technologies LLC now owns 67,000 shares of the company’s stock valued at $2,236,000 after buying an additional 6,800 shares during the last quarter.

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

Shares of NASDAQ SDVY traded up $0.40 during trading on Monday, reaching $35.80. The company had a trading volume of 1,269,867 shares, compared to its average volume of 1,716,412. First Trust SMID Cap Rising Dividend Archievers ETF has a twelve month low of $30.93 and a twelve month high of $40.60. The stock has a 50-day moving average price of $37.69 and a two-hundred day moving average price of $36.11. The stock has a market capitalization of $7.69 billion, a PE ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The company also recently announced a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a $0.1821 dividend. The ex-dividend date of this dividend 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.