13,253 Shares in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Acquired by Retirement Planning Group LLC

Retirement Planning Group LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 13,253 shares of the company’s stock, valued at approximately $504,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of SDVY. Wagner Wealth Management LLC raised its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 4.3% during the 2nd quarter. Wagner Wealth Management LLC now owns 456,314 shares of the company’s stock worth $16,099,000 after buying an additional 18,713 shares in the last quarter. Silver Oak Securities Incorporated grew its position in First Trust SMID Cap Rising Dividend Achievers ETF by 54.8% in the third quarter. Silver Oak Securities Incorporated now owns 87,799 shares of the company’s stock valued at $3,338,000 after acquiring an additional 31,072 shares during the last quarter. Commonwealth Equity Services LLC raised its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 17.1% during the third quarter. Commonwealth Equity Services LLC now owns 3,384,431 shares of the company’s stock worth $128,674,000 after acquiring an additional 494,306 shares in the last quarter. D.A. Davidson & CO. raised its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 4.0% during the third quarter. D.A. Davidson & CO. now owns 669,617 shares of the company’s stock worth $25,458,000 after acquiring an additional 25,832 shares in the last quarter. Finally, Precedent Wealth Partners LLC lifted its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 14.3% in the third quarter. Precedent Wealth Partners LLC now owns 244,732 shares of the company’s stock worth $9,305,000 after acquiring an additional 30,683 shares during the last quarter.

First Trust SMID Cap Rising Dividend Achievers ETF Trading Up 0.3%

Shares of First Trust SMID Cap Rising Dividend Achievers ETF stock opened at $40.11 on Thursday. The firm’s 50 day moving average is $38.55 and its 200 day moving average is $37.67. The firm has a market capitalization of $9.94 billion, a PE ratio of 14.54 and a beta of 1.12. First Trust SMID Cap Rising Dividend Achievers ETF has a 1 year low of $28.84 and a 1 year high of $40.30.

First Trust SMID Cap Rising Dividend Achievers ETF Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Friday, December 12th were paid a dividend of $0.1305 per share. The ex-dividend date of this dividend was Friday, December 12th. This is a boost from First Trust SMID Cap Rising Dividend Achievers ETF’s previous quarterly dividend of $0.10. This represents a $0.52 dividend on an annualized basis and a dividend yield of 1.3%.

First Trust SMID Cap Rising Dividend Achievers 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.