RFG Advisory LLC Buys 37,901 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

RFG Advisory LLC lifted its position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 72.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,466 shares of the company’s stock after acquiring an additional 37,901 shares during the quarter. RFG Advisory LLC owned approximately 0.08% of First Trust SMID Cap Rising Dividend Archievers ETF worth $3,150,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Waterfront Wealth Inc. bought a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the 4th quarter worth about $214,000. ORBA Wealth Advisors L.L.C. bought a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter valued at approximately $933,000. Private Advisor Group LLC increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 43.6% during the fourth quarter. Private Advisor Group LLC now owns 697,464 shares of the company’s stock valued at $22,856,000 after acquiring an additional 211,827 shares during the last quarter. Arvest Investments Inc. bought a new stake in First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth $5,578,000. Finally, B. Riley Wealth Advisors Inc. lifted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 4.9% during the third quarter. B. Riley Wealth Advisors Inc. now owns 19,338 shares of the company’s stock worth $546,000 after acquiring an additional 903 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of NASDAQ:SDVY opened at $33.32 on Friday. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $26.40 and a 1 year high of $34.97. The company has a market capitalization of $4.05 billion, a PE ratio of 8.30 and a beta of 1.18. The business has a fifty day moving average price of $33.65 and a two-hundred day moving average price of $33.04.

First Trust SMID Cap Rising Dividend Archievers 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.