Wisconsin Wealth Advisors LLC Reduces Stock Holdings in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Wisconsin Wealth Advisors LLC lessened its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 11.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 101,265 shares of the company’s stock after selling 13,334 shares during the quarter. First Trust SMID Cap Rising Dividend Achievers ETF comprises about 3.8% of Wisconsin Wealth Advisors LLC’s holdings, making the stock its 4th biggest position. Wisconsin Wealth Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $3,880,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of SDVY. GoalVest Advisory LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the 3rd quarter worth $25,000. Bank of Jackson Hole Trust acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the 3rd quarter valued at $25,000. Princeton Global Asset Management LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the 3rd quarter valued at $36,000. Bank of Montreal Can increased its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 4,082.8% in the 2nd quarter. Bank of Montreal Can now owns 1,213 shares of the company’s stock worth $43,000 after purchasing an additional 1,184 shares in the last quarter. Finally, Archer Investment Corp acquired a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 2nd quarter worth about $52,000.

First Trust SMID Cap Rising Dividend Achievers ETF Trading Down 1.4%

NASDAQ SDVY opened at $38.66 on Friday. The company has a market cap of $9.69 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 $42.89. The stock’s 50-day moving average price is $40.96 and its two-hundred day moving average price is $39.11.

First Trust SMID Cap Rising Dividend Achievers 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.