Barry Investment Advisors LLC Boosts Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Barry Investment Advisors LLC grew its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 5.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,986 shares of the company’s stock after purchasing an additional 653 shares during the quarter. Barry Investment Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $430,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in SDVY. LPL Financial LLC boosted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% in the third quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock valued at $654,371,000 after purchasing an additional 2,628,717 shares during the period. Park National Corp OH raised its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 292.0% in the third quarter. Park National Corp OH now owns 2,531,035 shares of the company’s stock valued at $92,079,000 after acquiring an additional 1,885,435 shares in the last quarter. Raymond James & Associates raised its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 18.8% in the third quarter. Raymond James & Associates now owns 4,234,856 shares of the company’s stock valued at $154,064,000 after acquiring an additional 669,172 shares in the last quarter. Cetera Investment Advisers raised its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 31.6% in the second quarter. Cetera Investment Advisers now owns 2,421,412 shares of the company’s stock valued at $80,827,000 after acquiring an additional 580,783 shares in the last quarter. Finally, Advance Capital Management Inc. acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter valued at approximately $17,603,000.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Down 0.1 %

Shares of NASDAQ:SDVY opened at $37.59 on Wednesday. The firm’s 50 day moving average price is $37.51 and its 200 day moving average price is $36.47. The stock has a market cap of $8.23 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a fifty-two week low of $31.40 and a fifty-two week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

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