Creative Financial Designs Inc. ADV Grows Stock Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Creative Financial Designs Inc. ADV raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 51.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 67,526 shares of the company’s stock after acquiring an additional 22,828 shares during the period. Creative Financial Designs Inc. ADV’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,421,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in SDVY. IMG Wealth Management Inc. purchased a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth approximately $3,701,000. Collaborative Wealth Managment Inc. raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 17.3% during the 4th quarter. Collaborative Wealth Managment Inc. now owns 19,135 shares of the company’s stock worth $686,000 after buying an additional 2,829 shares during the last quarter. Harbour Investments Inc. lifted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 20.4% in the 4th quarter. Harbour Investments Inc. now owns 601,110 shares of the company’s stock worth $21,550,000 after acquiring an additional 102,004 shares during the period. Envestnet Portfolio Solutions Inc. boosted its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 22.2% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 62,094 shares of the company’s stock valued at $2,226,000 after acquiring an additional 11,280 shares in the last quarter. Finally, Kestra Advisory Services LLC increased its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 10.2% during the fourth quarter. Kestra Advisory Services LLC now owns 1,064,652 shares of the company’s stock worth $38,168,000 after acquiring an additional 98,942 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Up 2.5 %

NASDAQ SDVY opened at $33.30 on Monday. The stock has a market capitalization of $7.42 billion, a P/E ratio of 13.44 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 52-week low of $32.22 and a 52-week high of $40.60. The firm has a 50-day moving average price of $36.14 and a 200 day moving average price of $36.62.

About First Trust SMID Cap Rising Dividend Archievers 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.