HighTower Advisors LLC Acquires 178,736 Shares of First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Posted by Lauren Steadman on May 20th, 2026

HighTower Advisors LLC increased its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,305,788 shares of the company’s stock after acquiring an additional 178,736 shares during the period. HighTower Advisors LLC owned about 1.32% of First Trust SMID Cap Rising Dividend Achievers ETF worth $126,678,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in SDVY. Bank of Jackson Hole Trust bought a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 3rd quarter worth about $25,000. Eagle Bay Advisors LLC bought a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter worth about $25,000. Oakworth Capital Inc. bought a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter worth about $25,000. Trust Co. of Vermont bought a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter worth about $27,000. Finally, EQ Wealth Advisors LLC bought a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter worth about $30,000.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Down 1.1%

Shares of NASDAQ:SDVY opened at $40.62 on Wednesday. First Trust SMID Cap Rising Dividend Achievers ETF has a 12 month low of $33.54 and a 12 month high of $42.89. The company’s 50-day moving average price is $40.78 and its two-hundred day moving average price is $40.04. The firm has a market cap of $10.51 billion, a P/E ratio of 14.54 and a beta of 1.04.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, March 26th were given a $0.0976 dividend. This represents a $0.39 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Thursday, March 26th.

First Trust SMID Cap Rising Dividend Achievers ETF Company Profile

(Free Report)

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.