Global Assets Advisory LLC Purchases 533,784 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Global Assets Advisory LLC boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 3,359.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 549,672 shares of the company’s stock after purchasing an additional 533,784 shares during the period. Global Assets Advisory LLC owned about 0.47% of First Trust SMID Cap Rising Dividend Archievers ETF worth $19,140,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in SDVY. Elevated Capital Advisors LLC raised its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 1.8% in the 4th quarter. Elevated Capital Advisors LLC now owns 18,756 shares of the company’s stock worth $615,000 after purchasing an additional 323 shares during the period. TD Capital Management LLC raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 27.7% in the fourth quarter. TD Capital Management LLC now owns 2,026 shares of the company’s stock worth $66,000 after buying an additional 439 shares during the period. Hilltop Holdings Inc. lifted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.6% during the 4th quarter. Hilltop Holdings Inc. now owns 71,898 shares of the company’s stock valued at $2,356,000 after buying an additional 444 shares in the last quarter. Harbor Investment Advisory LLC lifted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 123.0% during the 4th quarter. Harbor Investment Advisory LLC now owns 970 shares of the company’s stock valued at $32,000 after buying an additional 535 shares in the last quarter. Finally, Avidian Wealth Solutions LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 4.8% in the 4th quarter. Avidian Wealth Solutions LLC now owns 15,866 shares of the company’s stock worth $520,000 after acquiring an additional 722 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Up 1.0 %

NASDAQ SDVY opened at $33.66 on Tuesday. The stock has a market cap of $4.09 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 $26.40 and a 12 month high of $34.97. The company’s 50 day moving average is $33.66 and its two-hundred day moving average is $33.08.

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.