First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Holdings Lessened by Sage Private Wealth Group LLC

Sage Private Wealth Group LLC lowered its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 0.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 573,402 shares of the company’s stock after selling 1,859 shares during the period. First Trust SMID Cap Rising Dividend Archievers ETF makes up approximately 15.4% of Sage Private Wealth Group LLC’s investment portfolio, making the stock its largest position. Sage Private Wealth Group LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $20,556,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Farmers & Merchants Investments Inc. acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth $26,000. National Bank of Canada FI purchased a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the 3rd quarter valued at $27,000. Grove Bank & Trust purchased a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the 4th quarter valued at $27,000. Pineridge Advisors LLC lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 138.9% during the 4th quarter. Pineridge Advisors LLC now owns 762 shares of the company’s stock worth $27,000 after acquiring an additional 443 shares in the last quarter. Finally, FSC Wealth Advisors LLC purchased a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the 4th quarter valued at about $29,000.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of NASDAQ:SDVY opened at $36.95 on Wednesday. The firm has a market capitalization of $8.23 billion, a PE ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $31.50 and a 1 year high of $40.60. The firm’s 50-day moving average is $37.07 and its two-hundred day moving average is $36.57.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The firm also recently disclosed 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.