First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Sold by Cresset Asset Management LLC

Cresset Asset Management LLC reduced its position in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) by 60.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,613 shares of the company’s stock after selling 24,227 shares during the quarter. Cresset Asset Management LLC’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $594,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of SDVY. Valley National Advisers Inc. lifted its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 0.5% during the third quarter. Valley National Advisers Inc. now owns 58,799 shares of the company’s stock worth $2,235,000 after purchasing an additional 282 shares in the last quarter. Purus Wealth Management LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 0.5% in the third quarter. Purus Wealth Management LLC now owns 52,491 shares of the company’s stock valued at $1,996,000 after purchasing an additional 284 shares in the last quarter. Cary Street Partners Financial LLC increased its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 1.4% during the 3rd quarter. Cary Street Partners Financial LLC now owns 22,510 shares of the company’s stock worth $856,000 after buying an additional 300 shares during the period. MinichMacGregor Wealth Management LLC increased its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 5.1% during the 3rd quarter. MinichMacGregor Wealth Management LLC now owns 6,212 shares of the company’s stock worth $236,000 after buying an additional 302 shares during the period. Finally, Partners Wealth Management LLC lifted its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 1.3% during the 3rd quarter. Partners Wealth Management LLC now owns 26,508 shares of the company’s stock worth $1,008,000 after buying an additional 334 shares in the last quarter.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Down 0.4%

Shares of SDVY stock opened at $39.96 on Thursday. First Trust SMID Cap Rising Dividend Achievers ETF has a 52 week low of $28.84 and a 52 week high of $42.89. The stock has a market capitalization of $10.02 billion, a PE ratio of 14.54 and a beta of 1.12. The firm has a 50 day moving average of $40.97 and a two-hundred day moving average 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.