HighTower Advisors LLC Has $126.68 Million Stock Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Posted by Brenda Bartman on May 20th, 2026

HighTower Advisors LLC increased its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 5.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,305,788 shares of the company’s stock after purchasing an additional 178,736 shares during the period. HighTower Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $126,678,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC acquired a new position in First Trust SMID Cap Rising Dividend Achievers ETF during the fourth quarter worth $25,000. Bank of Jackson Hole Trust bought a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the 3rd quarter valued at about $25,000. Oakworth Capital Inc. bought a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the 4th quarter valued at about $25,000. Trust Co. of Vermont bought a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the 4th quarter valued at about $27,000. Finally, EQ Wealth Advisors LLC bought a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the 4th quarter valued at about $30,000.

First Trust SMID Cap Rising Dividend Achievers ETF Price Performance

Shares of SDVY opened at $40.62 on Wednesday. The firm has a 50-day moving average of $40.78 and a 200-day moving average of $40.04. First Trust SMID Cap Rising Dividend Achievers ETF has a one year low of $33.54 and a one year high of $42.89. The company has a market cap of $10.51 billion, a PE ratio of 14.54 and a beta of 1.04.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, March 26th were given a dividend of $0.0976 per share. This represents a $0.39 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, March 26th.

First Trust SMID Cap Rising Dividend Achievers ETF 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.