U.S. Capital Wealth Advisors LLC Has $1.47 Million Stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

U.S. Capital Wealth Advisors LLC lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 247.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 41,061 shares of the company’s stock after buying an additional 29,228 shares during the period. U.S. Capital Wealth Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $1,472,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SDVY. LPL Financial LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% during the third quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock worth $654,371,000 after acquiring an additional 2,628,717 shares during the last quarter. Raymond James & Associates raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 18.8% during the third quarter. Raymond James & Associates now owns 4,234,856 shares of the company’s stock worth $154,064,000 after acquiring an additional 669,172 shares during the last quarter. Capital Investment Advisors LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 8.2% during the fourth quarter. Capital Investment Advisors LLC now owns 3,510,050 shares of the company’s stock worth $125,835,000 after acquiring an additional 267,372 shares during the last quarter. Park National Corp OH raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 11.7% during the fourth quarter. Park National Corp OH now owns 2,827,593 shares of the company’s stock worth $101,369,000 after acquiring an additional 296,558 shares during the last quarter. Finally, Stifel Financial Corp grew its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.3% during the 3rd quarter. Stifel Financial Corp now owns 2,485,251 shares of the company’s stock worth $90,415,000 after buying an additional 347,799 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of NASDAQ:SDVY opened at $37.01 on Wednesday. First Trust SMID Cap Rising Dividend Archievers ETF has a one year low of $31.40 and a one year high of $40.60. The company has a 50 day moving average of $37.36 and a 200-day moving average of $36.52. The stock has a market cap of $8.22 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 firm also recently declared a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Friday, December 13th were given a dividend of $0.1821 per share. The ex-dividend date was Friday, December 13th.

First Trust SMID Cap Rising Dividend Archievers ETF Company 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.