Walkner Condon Financial Advisors LLC Buys 10,671 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Walkner Condon Financial Advisors LLC boosted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 35.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 41,036 shares of the company’s stock after purchasing an additional 10,671 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $1,471,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in SDVY. Assetmark Inc. boosted 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 purchasing an additional 1,646 shares during the last quarter. Thrivent Financial for Lutherans boosted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 1.3% during the third quarter. Thrivent Financial for Lutherans now owns 36,550 shares of the company’s stock valued at $1,330,000 after buying an additional 465 shares during the period. Cherry Creek Investment Advisors Inc. increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 8.8% in the third quarter. Cherry Creek Investment Advisors Inc. now owns 86,313 shares of the company’s stock worth $3,140,000 after purchasing an additional 6,973 shares during the last quarter. Redhawk Wealth Advisors Inc. lifted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.4% during the 4th quarter. Redhawk Wealth Advisors Inc. now owns 150,303 shares of the company’s stock worth $5,388,000 after acquiring an additional 21,199 shares during the last quarter. Finally, Janney Montgomery Scott LLC boosted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 46.8% in the 4th quarter. Janney Montgomery Scott LLC now owns 713,298 shares of the company’s stock worth $25,572,000 after purchasing an additional 227,413 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of SDVY stock opened at $36.63 on Friday. The stock has a market capitalization of $8.16 billion, a PE ratio of 8.30 and a beta of 1.18. The business has a 50-day moving average of $36.96 and a 200 day moving average of $36.57. First Trust SMID Cap Rising Dividend Archievers ETF has a 1-year low of $31.81 and a 1-year high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

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

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.