Decker Wealth Management LLC Takes $24.79 Million Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Decker Wealth Management LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVYFree Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 628,685 shares of the company’s stock, valued at approximately $24,789,000. First Trust SMID Cap Rising Dividend Achievers ETF comprises about 5.6% of Decker Wealth Management LLC’s portfolio, making the stock its 3rd largest holding. Decker Wealth Management LLC owned 0.24% of First Trust SMID Cap Rising Dividend Achievers ETF at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Spartan Wealth Advisory Services LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the first quarter valued at approximately $2,206,000. Juno Financial Group LLC increased its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 6.9% during the 1st quarter. Juno Financial Group LLC now owns 49,139 shares of the company’s stock valued at $1,938,000 after purchasing an additional 3,192 shares during the last quarter. Advisortrust Partners LLC increased its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 53.8% during the 1st quarter. Advisortrust Partners LLC now owns 18,151 shares of the company’s stock valued at $716,000 after purchasing an additional 6,346 shares during the last quarter. Assetmark Inc. increased its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 8.0% during the 1st quarter. Assetmark Inc. now owns 6,038 shares of the company’s stock valued at $238,000 after purchasing an additional 446 shares during the last quarter. Finally, Goodman Financial Corp purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 1st quarter valued at $621,000.

First Trust SMID Cap Rising Dividend Achievers ETF Price Performance

Shares of SDVY opened at $43.39 on Monday. The company has a market cap of $11.45 billion, a PE ratio of 14.54 and a beta of 1.01. The business has a fifty day moving average of $42.12 and a 200 day moving average of $41.28. First Trust SMID Cap Rising Dividend Achievers ETF has a 52-week low of $35.03 and a 52-week high of $43.82.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Thursday, June 25th were paid a $0.0901 dividend. The ex-dividend date of this dividend was Thursday, June 25th. This represents a $0.36 annualized dividend and a dividend yield of 0.8%.

First Trust SMID Cap Rising Dividend Achievers ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY)

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