Rockefeller Capital Management L.P. Boosts Holdings in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Rockefeller Capital Management L.P. grew its stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 92.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,122,947 shares of the company’s stock after purchasing an additional 538,692 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $43,031,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. TD Waterhouse Canada Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 1.7% during the 4th quarter. TD Waterhouse Canada Inc. now owns 15,085 shares of the company’s stock worth $578,000 after purchasing an additional 251 shares during the last quarter. Keystone Financial Services LLC boosted its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 1.3% in the 4th quarter. Keystone Financial Services LLC now owns 19,815 shares of the company’s stock worth $759,000 after buying an additional 252 shares during the last quarter. Allie Family Office LLC increased its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 2.3% during the 4th quarter. Allie Family Office LLC now owns 11,545 shares of the company’s stock worth $442,000 after buying an additional 264 shares in the last quarter. Insight Inv LLC increased its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 2.0% during the 4th quarter. Insight Inv LLC now owns 13,770 shares of the company’s stock worth $528,000 after buying an additional 270 shares in the last quarter. Finally, Fortis Group Advisors LLC raised its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 3.3% during the fourth quarter. Fortis Group Advisors LLC now owns 8,422 shares of the company’s stock valued at $340,000 after acquiring an additional 272 shares during the last quarter.

First Trust SMID Cap Rising Dividend Achievers ETF Price Performance

NASDAQ SDVY opened at $42.22 on Monday. The company has a market cap of $10.93 billion, a PE ratio of 14.54 and a beta of 1.01. The stock’s 50 day simple moving average is $41.73 and its 200-day simple moving average is $40.71. First Trust SMID Cap Rising Dividend Achievers ETF has a 1-year low of $34.21 and a 1-year high of $42.90.

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. Investors of record on Thursday, March 26th were paid a $0.0976 dividend. This represents a $0.39 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, March 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.