First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Shares Bought by CreativeOne Wealth LLC

CreativeOne Wealth LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 228.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 47,893 shares of the company’s stock after buying an additional 33,327 shares during the quarter. CreativeOne Wealth LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $1,742,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Avidian Wealth Enterprises LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 15,054 shares of the company’s stock worth $548,000 after buying an additional 295 shares during the period. Legacy Capital Group California Inc. increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% in the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock worth $1,645,000 after buying an additional 343 shares during the period. Second Half Financial Partners LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% in the 3rd quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock worth $354,000 after buying an additional 365 shares during the period. CX Institutional increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 0.4% in the 3rd quarter. CX Institutional now owns 94,576 shares of the company’s stock worth $3,441,000 after buying an additional 383 shares during the period. Finally, Thrivent Financial for Lutherans grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the 2nd quarter. Thrivent Financial for Lutherans now owns 36,085 shares of the company’s stock worth $1,205,000 after purchasing an additional 417 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of NASDAQ SDVY opened at $39.84 on Friday. The stock has a market capitalization of $6.97 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $28.92 and a 12 month high of $40.60. The firm’s 50 day simple moving average is $37.24 and its 200-day simple moving average is $35.38.

First Trust SMID Cap Rising Dividend Archievers ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 30th. Stockholders of record on Thursday, September 26th were paid a dividend of $0.1383 per share. The ex-dividend date was Thursday, September 26th. This represents a $0.55 dividend on an annualized basis and a dividend yield of 1.39%.

First Trust SMID Cap Rising Dividend Archievers 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.