WealthPlan Investment Management LLC Makes New $1.12 Million Investment in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

WealthPlan Investment Management LLC purchased a new position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVYFree Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 31,135 shares of the company’s stock, valued at approximately $1,116,000.

Other hedge funds have also recently bought and sold shares of the company. LPL Financial LLC grew its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% in the third quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock valued at $654,371,000 after purchasing an additional 2,628,717 shares during the last quarter. Raymond James & Associates raised its stake in 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 purchasing an additional 669,172 shares during the period. Capital Investment Advisors LLC boosted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 8.2% in the 4th quarter. Capital Investment Advisors LLC now owns 3,510,050 shares of the company’s stock valued at $125,835,000 after purchasing an additional 267,372 shares during the last quarter. Park National Corp OH grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 11.7% during the 4th quarter. Park National Corp OH now owns 2,827,593 shares of the company’s stock valued at $101,369,000 after buying an additional 296,558 shares during the period. Finally, Stifel Financial Corp increased its holdings 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 last quarter.

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

Shares of First Trust SMID Cap Rising Dividend Archievers ETF stock opened at $36.99 on Friday. The business’s fifty day moving average price is $36.91 and its 200 day moving average price is $36.57. First Trust SMID Cap Rising Dividend Archievers ETF has a twelve month low of $32.05 and a twelve month high of $40.60. The stock has a market capitalization of $8.24 billion, a P/E ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The company also recently announced a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Friday, December 13th were issued 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

(Free Report)

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.

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Institutional Ownership by Quarter for First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

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