Wisconsin Wealth Advisors LLC Grows Stake in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Wisconsin Wealth Advisors LLC boosted its position in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 10.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,133 shares of the company’s stock after buying an additional 11,099 shares during the period. First Trust SMID Cap Rising Dividend Achievers ETF makes up approximately 4.7% of Wisconsin Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest position. Wisconsin Wealth Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $4,062,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Winnow Wealth LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF in the 2nd quarter valued at about $42,000. PKS Advisory Services LLC increased its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 1.7% during the second quarter. PKS Advisory Services LLC now owns 42,936 shares of the company’s stock valued at $1,515,000 after acquiring an additional 730 shares during the last quarter. TD Waterhouse Canada Inc. lifted its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 8.9% during the second quarter. TD Waterhouse Canada Inc. now owns 21,484 shares of the company’s stock worth $772,000 after acquiring an additional 1,752 shares during the period. Purus Wealth Management LLC boosted its position in First Trust SMID Cap Rising Dividend Achievers ETF by 0.5% in the second quarter. Purus Wealth Management LLC now owns 52,207 shares of the company’s stock worth $1,842,000 after purchasing an additional 285 shares during the last quarter. Finally, United Advisor Group LLC grew its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 3.3% in the 2nd quarter. United Advisor Group LLC now owns 47,779 shares of the company’s stock valued at $1,686,000 after purchasing an additional 1,528 shares during the period.

First Trust SMID Cap Rising Dividend Achievers ETF Price Performance

NASDAQ SDVY opened at $37.18 on Thursday. The business’s fifty day moving average is $37.68 and its 200-day moving average is $36.47. The stock has a market capitalization of $8.93 billion, a price-to-earnings ratio of 14.54 and a beta of 1.12. First Trust SMID Cap Rising Dividend Achievers ETF has a one year low of $28.84 and a one year high of $40.60.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 30th. Stockholders of record on Thursday, September 25th were given a dividend of $0.095 per share. This represents a $0.38 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Thursday, September 25th.

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.