Southland Equity Partners LLC Has $7.02 Million Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Southland Equity Partners LLC boosted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 1.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 195,825 shares of the company’s stock after buying an additional 2,818 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF comprises 1.6% of Southland Equity Partners LLC’s portfolio, making the stock its 13th biggest holding. Southland Equity Partners LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $7,020,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Avidian Wealth Enterprises LLC boosted its holdings in 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 valued at $548,000 after acquiring an additional 295 shares during the period. Legacy Capital Group California Inc. boosted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% during the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock valued at $1,645,000 after purchasing an additional 343 shares during the period. Second Half Financial Partners LLC grew its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% in the 3rd quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock valued at $354,000 after buying an additional 365 shares during the last quarter. CX Institutional increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 0.4% in the 3rd quarter. CX Institutional now owns 94,576 shares of the company’s stock worth $3,441,000 after buying an additional 383 shares during the period. Finally, Thrivent Financial for Lutherans lifted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the second quarter. Thrivent Financial for Lutherans now owns 36,085 shares of the company’s stock worth $1,205,000 after buying an additional 417 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Up 0.3 %

SDVY opened at $37.96 on Friday. First Trust SMID Cap Rising Dividend Archievers ETF has a 1-year low of $31.40 and a 1-year high of $40.60. The business has a 50 day moving average of $37.55 and a 200-day moving average of $36.33. The stock has a market capitalization of $8.29 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 business also recently declared a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a $0.1821 dividend. The ex-dividend date of this dividend was Friday, December 13th.

About First Trust SMID Cap Rising Dividend Archievers ETF

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.