First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Sold by CreativeOne Wealth LLC

CreativeOne Wealth LLC reduced its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 34.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,702 shares of the company’s stock after selling 13,229 shares during the period. CreativeOne Wealth LLC’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $977,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. GoalVest Advisory LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 3rd quarter valued at about $25,000. Bank of Jackson Hole Trust purchased a new position in First Trust SMID Cap Rising Dividend Achievers ETF in the 3rd quarter worth approximately $25,000. Atlantic Union Bankshares Corp purchased a new position in First Trust SMID Cap Rising Dividend Achievers ETF in the 2nd quarter worth approximately $34,000. Princeton Global Asset Management LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the 3rd quarter worth approximately $36,000. Finally, Winnow Wealth LLC purchased a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the second quarter valued at approximately $42,000.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Performance

NASDAQ:SDVY opened at $39.96 on Thursday. 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 stock has a market cap of $10.02 billion, a PE ratio of 14.54 and a beta of 1.12. The stock has a 50 day moving average price of $40.97 and a 200 day moving average price of $39.05.

About First Trust SMID Cap Rising Dividend Achievers 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.