Columbia Advisory Partners LLC Invests $328,000 in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Columbia Advisory Partners LLC acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 9,143 shares of the company’s stock, valued at approximately $328,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. National Bank of Canada FI acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the third quarter worth about $27,000. Icon Wealth Advisors LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the 3rd quarter valued at about $30,000. ORG Partners LLC acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF in the 3rd quarter valued at about $73,000. Assetmark Inc. grew its position in First Trust SMID Cap Rising Dividend Archievers ETF by 105.2% in the third quarter. Assetmark Inc. now owns 3,211 shares of the company’s stock worth $117,000 after acquiring an additional 1,646 shares during the period. Finally, Pinnacle Bancorp Inc. lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 33.4% in the 3rd quarter. Pinnacle Bancorp Inc. now owns 3,545 shares of the company’s stock valued at $129,000 after purchasing an additional 887 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Up 1.4 %

Shares of NASDAQ:SDVY opened at $35.88 on Tuesday. The business has a 50-day moving average price of $37.68 and a 200 day moving average price of $36.13. First Trust SMID Cap Rising Dividend Archievers ETF has a 12-month low of $30.93 and a 12-month high of $40.60. The company has a market capitalization of $7.71 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The business also recently disclosed a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Friday, December 13th were issued a $0.1821 dividend. The ex-dividend date was Friday, December 13th.

About First Trust SMID Cap Rising Dividend Archievers 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.