Atria Investments Inc Has $9.03 Million Stock Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Atria Investments Inc lessened its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 22.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 237,386 shares of the company’s stock after selling 69,670 shares during the quarter. Atria Investments Inc owned approximately 0.10% of First Trust SMID Cap Rising Dividend Achievers ETF worth $9,025,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SDVY. GoalVest Advisory LLC bought a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 3rd quarter worth $25,000. Bank of Jackson Hole Trust acquired a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the third quarter valued at about $25,000. Hantz Financial Services Inc. bought a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the second quarter worth about $33,000. Atlantic Union Bankshares Corp acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the second quarter valued at approximately $34,000. Finally, Princeton Global Asset Management LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the third quarter valued at approximately $36,000.

First Trust SMID Cap Rising Dividend Achievers ETF Price Performance

NASDAQ:SDVY opened at $41.81 on Friday. First Trust SMID Cap Rising Dividend Achievers ETF has a one year low of $28.84 and a one year high of $42.89. The company has a market cap of $10.48 billion, a PE ratio of 14.54 and a beta of 1.12. The firm’s 50 day simple moving average is $39.96 and its 200 day simple moving average is $38.38.

First Trust SMID Cap Rising Dividend Achievers ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, December 12th were paid a $0.1305 dividend. This is a positive change from First Trust SMID Cap Rising Dividend Achievers ETF’s previous quarterly dividend of $0.10. This represents a $0.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, December 12th.

First Trust SMID Cap Rising Dividend Achievers ETF 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.