Stiles Financial Services Inc Has $519,000 Stock Position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Stiles Financial Services Inc boosted its holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 85.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,473 shares of the company’s stock after buying an additional 6,670 shares during the period. Stiles Financial Services Inc’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $519,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SDVY. LPL Financial LLC increased its position in First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% during the third quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock worth $654,371,000 after acquiring an additional 2,628,717 shares during the period. Raymond James & Associates increased its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 18.8% during the 3rd quarter. Raymond James & Associates now owns 4,234,856 shares of the company’s stock worth $154,064,000 after purchasing an additional 669,172 shares during the period. Advance Capital Management Inc. acquired a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter valued at about $17,603,000. Strategic Financial Concepts LLC bought a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter valued at about $16,814,000. Finally, Stifel Financial Corp grew its position in First Trust SMID Cap Rising Dividend Archievers ETF by 16.3% during the third quarter. Stifel Financial Corp now owns 2,485,251 shares of the company’s stock worth $90,415,000 after buying an additional 347,799 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Down 0.9 %

Shares of SDVY opened at $36.74 on Monday. The stock’s 50-day moving average price is $37.13 and its 200 day moving average price is $36.55. First Trust SMID Cap Rising Dividend Archievers ETF has a 12-month low of $31.50 and a 12-month high of $40.60. The firm has a market capitalization of $8.19 billion, a price-to-earnings ratio of 8.30 and a beta of 1.18.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

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

About First Trust SMID Cap Rising Dividend Archievers ETF

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.