Gentry Private Wealth LLC Cuts Stock Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Gentry Private Wealth LLC reduced its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 15.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,209 shares of the company’s stock after selling 2,873 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF accounts for approximately 2.3% of Gentry Private Wealth LLC’s portfolio, making the stock its 14th largest holding. Gentry Private Wealth LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $545,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of SDVY. Farmers & Merchants Investments Inc. bought a new stake in First Trust SMID Cap Rising Dividend Archievers ETF during the 4th quarter valued at $26,000. National Bank of Canada FI purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the third quarter valued at about $27,000. Grove Bank & Trust purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter valued at about $27,000. Pineridge Advisors LLC raised its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 138.9% during the fourth quarter. Pineridge Advisors LLC now owns 762 shares of the company’s stock valued at $27,000 after acquiring an additional 443 shares during the last quarter. Finally, FSC Wealth Advisors LLC purchased a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter worth about $29,000.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

NASDAQ SDVY opened at $35.48 on Monday. The business’s 50-day moving average is $36.62 and its 200 day moving average is $36.73. The stock has a market capitalization of $7.91 billion, a PE ratio of 12.91 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 1 year low of $32.22 and a 1 year high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Friday, December 13th were given a $0.1821 dividend. The ex-dividend date was Friday, December 13th.

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.