Wealth Enhancement Advisory Services LLC Raises Stock Holdings in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Wealth Enhancement Advisory Services LLC grew its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 2.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 595,961 shares of the company’s stock after acquiring an additional 15,796 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 0.24% of First Trust SMID Cap Rising Dividend Achievers ETF worth $23,707,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. Valley National Advisers Inc. lifted its position in First Trust SMID Cap Rising Dividend Achievers ETF by 0.5% during the third quarter. Valley National Advisers Inc. now owns 58,799 shares of the company’s stock valued at $2,235,000 after purchasing an additional 282 shares during the last quarter. Purus Wealth Management LLC raised its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 0.5% during the 3rd quarter. Purus Wealth Management LLC now owns 52,491 shares of the company’s stock valued at $1,996,000 after buying an additional 284 shares in the last quarter. Cary Street Partners Financial LLC lifted its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 1.4% in the 3rd quarter. Cary Street Partners Financial LLC now owns 22,510 shares of the company’s stock valued at $856,000 after acquiring an additional 300 shares during the last quarter. MinichMacGregor Wealth Management LLC lifted its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 5.1% in the 3rd quarter. MinichMacGregor Wealth Management LLC now owns 6,212 shares of the company’s stock valued at $236,000 after acquiring an additional 302 shares during the last quarter. Finally, Partners Wealth Management LLC grew its position in First Trust SMID Cap Rising Dividend Achievers ETF by 1.3% in the third quarter. Partners Wealth Management LLC now owns 26,508 shares of the company’s stock worth $1,008,000 after acquiring an additional 334 shares in the last quarter.

First Trust SMID Cap Rising Dividend Achievers ETF Price Performance

Shares of NASDAQ SDVY opened at $39.69 on Wednesday. The business’s 50 day moving average is $40.94 and its two-hundred day moving average is $39.14. 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 has a market capitalization of $9.95 billion, a P/E ratio of 14.54 and a beta of 1.12.

About First Trust SMID Cap Rising Dividend Achievers ETF

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.