Kestra Advisory Services LLC Raises Holdings in FT Vest SMID Rising Dividend Achievers Target Income ETF $SDVD

Kestra Advisory Services LLC increased its stake in shares of FT Vest SMID Rising Dividend Achievers Target Income ETF (BATS:SDVD) by 20.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 522,516 shares of the company’s stock after acquiring an additional 88,903 shares during the period. Kestra Advisory Services LLC owned about 2.12% of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $11,339,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Triumph Capital Management purchased a new stake in FT Vest SMID Rising Dividend Achievers Target Income ETF in the 3rd quarter worth approximately $215,000. IFP Advisors Inc increased its holdings in shares of FT Vest SMID Rising Dividend Achievers Target Income ETF by 59.3% during the 3rd quarter. IFP Advisors Inc now owns 123,330 shares of the company’s stock valued at $2,666,000 after purchasing an additional 45,892 shares in the last quarter. Jaffetilchin Investment Partners LLC increased its holdings in shares of FT Vest SMID Rising Dividend Achievers Target Income ETF by 304.1% during the 4th quarter. Jaffetilchin Investment Partners LLC now owns 40,314 shares of the company’s stock valued at $865,000 after purchasing an additional 30,337 shares in the last quarter. Atlas Wealth LLC lifted its stake in shares of FT Vest SMID Rising Dividend Achievers Target Income ETF by 163.9% in the 4th quarter. Atlas Wealth LLC now owns 25,054 shares of the company’s stock valued at $538,000 after purchasing an additional 15,560 shares during the period. Finally, Creative Financial Designs Inc. ADV acquired a new position in shares of FT Vest SMID Rising Dividend Achievers Target Income ETF in the 4th quarter valued at $5,033,000.

FT Vest SMID Rising Dividend Achievers Target Income ETF Stock Performance

Shares of BATS SDVD opened at $23.02 on Monday. The company has a market capitalization of $566.29 million, a PE ratio of 14.54 and a beta of 1.09. The company’s fifty day moving average price is $22.65 and its 200 day moving average price is $22.51. FT Vest SMID Rising Dividend Achievers Target Income ETF has a 1 year low of $20.23 and a 1 year high of $23.65.

FT Vest SMID Rising Dividend Achievers Target Income ETF Profile

The FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an exchange-traded fund that mostly invests in extended market equity. The fund is an actively managed fund that seeks to provide a target level of current income and capital appreciation by holding a portfolio of dividend-paying small- and mid-cap companies. The fund also utilizes a naked call writing option strategy on the Russell 2000 Index (RUT) or related ETFs. SDVD was launched on Aug 9, 2023 and is issued by First Trust.