Crumly & Associates Inc. Boosts Stock Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Crumly & Associates Inc. lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 233,980 shares of the company’s stock after acquiring an additional 7,661 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF accounts for about 2.3% of Crumly & Associates Inc.’s portfolio, making the stock its 14th largest position. Crumly & Associates Inc. owned 0.11% of First Trust SMID Cap Rising Dividend Archievers ETF worth $8,388,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Avidian Wealth Enterprises LLC grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% during the third quarter. Avidian Wealth Enterprises LLC now owns 15,054 shares of the company’s stock worth $548,000 after purchasing an additional 295 shares in the last quarter. DHK Financial Advisors Inc. grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.5% during the fourth quarter. DHK Financial Advisors Inc. now owns 58,897 shares of the company’s stock worth $2,111,000 after purchasing an additional 297 shares in the last quarter. Legacy Capital Group California Inc. grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% during the third quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock worth $1,645,000 after purchasing an additional 343 shares in the last quarter. tru Independence LLC grew its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the fourth quarter. tru Independence LLC now owns 31,039 shares of the company’s stock worth $1,113,000 after purchasing an additional 362 shares in the last quarter. Finally, Second Half Financial Partners LLC boosted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% in the third quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock valued at $354,000 after acquiring an additional 365 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

NASDAQ SDVY opened at $36.63 on Friday. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $32.05 and a 1 year high of $40.60. The company has a market capitalization of $8.16 billion, a PE ratio of 8.30 and a beta of 1.18. The company has a fifty day moving average of $36.75 and a two-hundred day moving average of $36.61.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The business also recently disclosed a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were paid a $0.1821 dividend. The ex-dividend date of this dividend 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.