Atlas Wealth LLC Purchases 6,433 Shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Atlas Wealth LLC lifted its position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 81,509 shares of the company’s stock after buying an additional 6,433 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF comprises 1.1% of Atlas Wealth LLC’s investment portfolio, making the stock its 26th largest holding. Atlas Wealth LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,922,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Creative Financial Designs Inc. ADV boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 51.1% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 67,526 shares of the company’s stock worth $2,421,000 after purchasing an additional 22,828 shares during the period. Thrivent Financial for Lutherans boosted its position in 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 purchasing an additional 465 shares during the period. Redhawk Wealth Advisors Inc. boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 16.4% during the fourth quarter. Redhawk Wealth Advisors Inc. now owns 150,303 shares of the company’s stock worth $5,388,000 after purchasing an additional 21,199 shares during the period. Janney Montgomery Scott LLC boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 46.8% during the fourth quarter. Janney Montgomery Scott LLC now owns 713,298 shares of the company’s stock worth $25,572,000 after purchasing an additional 227,413 shares during the period. Finally, Allworth Financial LP boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 28.5% during the fourth quarter. Allworth Financial LP now owns 12,950 shares of the company’s stock worth $490,000 after purchasing an additional 2,872 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Down 0.4 %

Shares of First Trust SMID Cap Rising Dividend Archievers ETF stock opened at $33.60 on Friday. The stock has a market capitalization of $7.49 billion, a P/E ratio of 13.44 and a beta of 1.18. The stock has a 50 day moving average price of $35.90 and a two-hundred day moving average price of $36.53. First Trust SMID Cap Rising Dividend Archievers ETF has a 12-month low of $32.22 and a 12-month high of $40.60.

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.