Simplicity Wealth LLC Invests $2.85 Million in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Simplicity Wealth LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 79,600 shares of the company’s stock, valued at approximately $2,854,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. DHK Financial Advisors Inc. grew its position 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 buying an additional 297 shares in the last quarter. tru Independence LLC grew its position 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 buying an additional 362 shares in the last quarter. Second Half Financial Partners LLC grew its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% during the third quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock worth $354,000 after buying an additional 365 shares in the last quarter. Pineridge Advisors LLC grew its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 138.9% during the fourth quarter. Pineridge Advisors LLC now owns 762 shares of the company’s stock worth $27,000 after buying an additional 443 shares in the last quarter. Finally, Thrivent Financial for Lutherans grew its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 1.3% during the third quarter. Thrivent Financial for Lutherans now owns 36,550 shares of the company’s stock worth $1,330,000 after buying an additional 465 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of First Trust SMID Cap Rising Dividend Archievers ETF stock opened at $34.08 on Monday. The business has a 50-day simple moving average of $36.41 and a 200-day simple moving average of $36.70. The company has a market cap of $7.59 billion, a PE ratio of 12.91 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a one year low of $32.22 and a one year high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The firm also recently announced a dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were paid a dividend of $0.1821 per share. 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.