Crumly & Associates Inc. Has $13.66 Million Stock Holdings in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Crumly & Associates Inc. lifted its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 40.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 387,258 shares of the company’s stock after purchasing an additional 110,675 shares during the quarter. First Trust SMID Cap Rising Dividend Achievers ETF accounts for 3.3% of Crumly & Associates Inc.’s holdings, making the stock its 6th largest position. Crumly & Associates Inc. owned 0.17% of First Trust SMID Cap Rising Dividend Achievers ETF worth $13,662,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Triumph Capital Management grew its position in First Trust SMID Cap Rising Dividend Achievers ETF by 14.0% during the fourth quarter. Triumph Capital Management now owns 213,329 shares of the company’s stock worth $7,648,000 after buying an additional 26,120 shares in the last quarter. Ameriprise Financial Inc. acquired a new position in First Trust SMID Cap Rising Dividend Achievers ETF in the 4th quarter valued at $830,000. Focus Partners Wealth lifted its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 2.8% during the 4th quarter. Focus Partners Wealth now owns 30,964 shares of the company’s stock valued at $1,110,000 after acquiring an additional 852 shares during the period. Royal Bank of Canada lifted its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 28.5% during the 4th quarter. Royal Bank of Canada now owns 5,599,081 shares of the company’s stock valued at $200,728,000 after acquiring an additional 1,241,896 shares during the period. Finally, Snowden Capital Advisors LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 13.2% during the 4th quarter. Snowden Capital Advisors LLC now owns 21,162 shares of the company’s stock worth $759,000 after purchasing an additional 2,474 shares in the last quarter.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Performance

SDVY opened at $38.16 on Friday. First Trust SMID Cap Rising Dividend Achievers ETF has a 52-week low of $28.84 and a 52-week high of $40.60. The firm has a market cap of $8.85 billion, a P/E ratio of 14.54 and a beta of 1.18. The business’s fifty day moving average is $36.93 and its 200-day moving average is $34.81.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 30th. Shareholders of record on Thursday, June 26th were issued a $0.1178 dividend. This represents a $0.47 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Thursday, June 26th.

First Trust SMID Cap Rising Dividend Achievers 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.