S Harris Financial Group LLC Buys New Stake in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

S Harris Financial Group LLC purchased a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 279,212 shares of the company’s stock, valued at approximately $10,699,000. First Trust SMID Cap Rising Dividend Achievers ETF makes up 10.2% of S Harris Financial Group LLC’s portfolio, making the stock its 2nd biggest holding. S Harris Financial Group LLC owned about 0.11% of First Trust SMID Cap Rising Dividend Achievers ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. TD Waterhouse Canada Inc. raised its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 1.7% in the fourth quarter. TD Waterhouse Canada Inc. now owns 15,085 shares of the company’s stock valued at $578,000 after buying an additional 251 shares during the last quarter. Keystone Financial Services LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 1.3% during the fourth quarter. Keystone Financial Services LLC now owns 19,815 shares of the company’s stock worth $759,000 after buying an additional 252 shares during the last quarter. Allie Family Office LLC increased its position in First Trust SMID Cap Rising Dividend Achievers ETF by 2.3% in the 4th quarter. Allie Family Office LLC now owns 11,545 shares of the company’s stock valued at $442,000 after acquiring an additional 264 shares during the period. Insight Inv LLC increased its position in First Trust SMID Cap Rising Dividend Achievers ETF by 2.0% in the 4th quarter. Insight Inv LLC now owns 13,770 shares of the company’s stock valued at $528,000 after acquiring an additional 270 shares during the period. Finally, Fortis Group Advisors LLC raised its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 3.3% during the 4th quarter. Fortis Group Advisors LLC now owns 8,422 shares of the company’s stock valued at $340,000 after acquiring an additional 272 shares during the last quarter.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Performance

Shares of First Trust SMID Cap Rising Dividend Achievers ETF stock opened at $42.22 on Friday. The company has a market cap of $10.93 billion, a P/E ratio of 14.54 and a beta of 1.01. First Trust SMID Cap Rising Dividend Achievers ETF has a one year low of $34.21 and a one year high of $42.90. The firm has a fifty day moving average of $41.73 and a two-hundred day moving average of $40.69.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, March 26th were given a dividend of $0.0976 per share. This represents a $0.39 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, March 26th.

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.