Puff Wealth Management LLC Makes New Investment in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Puff Wealth Management LLC purchased a new stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 7,252 shares of the company’s stock, valued at approximately $260,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Avidian Wealth Enterprises LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 15,054 shares of the company’s stock worth $548,000 after purchasing an additional 295 shares in the last quarter. DHK Financial Advisors Inc. increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.5% in the fourth quarter. DHK Financial Advisors Inc. now owns 58,897 shares of the company’s stock valued at $2,111,000 after buying an additional 297 shares during the period. Legacy Capital Group California Inc. raised its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% in the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock valued at $1,645,000 after buying an additional 343 shares during the last quarter. tru Independence LLC boosted its position in First Trust SMID Cap Rising Dividend Archievers ETF by 1.2% during the 4th quarter. tru Independence LLC now owns 31,039 shares of the company’s stock worth $1,113,000 after buying an additional 362 shares during the period. Finally, Second Half Financial Partners LLC grew its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 3.9% during the 3rd quarter. Second Half Financial Partners LLC now owns 9,740 shares of the company’s stock worth $354,000 after acquiring an additional 365 shares during the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of NASDAQ SDVY opened at $36.99 on Friday. The stock has a market cap of $8.24 billion, a P/E ratio of 8.30 and a beta of 1.18. The firm has a 50 day moving average price of $36.87 and a two-hundred day moving average price of $36.58. First Trust SMID Cap Rising Dividend Archievers ETF has a 52-week low of $32.05 and a 52-week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

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