First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Purchased by Guardian Wealth Advisors LLC NC

Guardian Wealth Advisors LLC NC increased its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 15.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 505,206 shares of the company’s stock after acquiring an additional 66,394 shares during the period. First Trust SMID Cap Rising Dividend Achievers ETF comprises 1.2% of Guardian Wealth Advisors LLC NC’s holdings, making the stock its 19th largest position. Guardian Wealth Advisors LLC NC owned approximately 0.20% of First Trust SMID Cap Rising Dividend Achievers ETF worth $19,359,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of SDVY. Focus Partners Wealth grew its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 41.2% in the first quarter. Focus Partners Wealth now owns 43,712 shares of the company’s stock valued at $1,464,000 after purchasing an additional 12,748 shares during the period. Creative Planning grew its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 31.9% in the second quarter. Creative Planning now owns 9,390 shares of the company’s stock valued at $331,000 after purchasing an additional 2,270 shares during the period. Brown Advisory Inc. grew its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 4.6% in the second quarter. Brown Advisory Inc. now owns 14,098 shares of the company’s stock valued at $497,000 after purchasing an additional 621 shares during the period. Cerity Partners LLC acquired a new stake in First Trust SMID Cap Rising Dividend Achievers ETF in the second quarter valued at approximately $1,897,000. Finally, Qube Research & Technologies Ltd grew its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 189.9% in the second quarter. Qube Research & Technologies Ltd now owns 368,711 shares of the company’s stock valued at $13,008,000 after purchasing an additional 241,547 shares during the period.

First Trust SMID Cap Rising Dividend Achievers ETF Trading Up 0.2%

Shares of SDVY opened at $42.47 on Wednesday. First Trust SMID Cap Rising Dividend Achievers ETF has a 12 month low of $34.21 and a 12 month high of $42.90. The stock’s 50 day moving average is $41.63 and its two-hundred day moving average is $40.63. The firm has a market cap of $10.99 billion, a P/E ratio of 14.54 and a beta of 1.01.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, March 26th were issued a $0.0976 dividend. This represents a $0.39 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, March 26th.

First Trust SMID Cap Rising Dividend Achievers 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.