Concurrent Investment Advisors LLC increased its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 30.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 91,503 shares of the company’s stock after purchasing an additional 21,163 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $3,280,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Farmers & Merchants Investments Inc. purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter valued at $26,000. National Bank of Canada FI purchased a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the 3rd quarter worth about $27,000. Grove Bank & Trust acquired a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the 4th quarter valued at about $27,000. Pineridge Advisors LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 138.9% during the 4th quarter. Pineridge Advisors LLC now owns 762 shares of the company’s stock valued at $27,000 after acquiring an additional 443 shares in the last quarter. Finally, FSC Wealth Advisors LLC acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth about $29,000.
First Trust SMID Cap Rising Dividend Archievers ETF Price Performance
Shares of NASDAQ SDVY opened at $36.63 on Friday. The firm’s 50-day moving average is $36.75 and its two-hundred day moving average is $36.61. The company has a market capitalization of $8.16 billion, a PE ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 12-month low of $32.05 and a 12-month high of $40.60.
First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement
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.
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