Integrity Alliance LLC. Has $1.96 Million Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Posted by George Bondi on May 28th, 2026

Integrity Alliance LLC. grew its stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 291.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 51,057 shares of the company’s stock after purchasing an additional 38,000 shares during the period. Integrity Alliance LLC.’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $1,957,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Raymond James Financial Inc. boosted its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 6.9% in the 3rd quarter. Raymond James Financial Inc. now owns 12,844,014 shares of the company’s stock valued at $488,323,000 after purchasing an additional 825,345 shares in the last quarter. Bank of America Corp DE boosted its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 8.3% in the 3rd quarter. Bank of America Corp DE now owns 7,982,389 shares of the company’s stock valued at $303,486,000 after purchasing an additional 614,123 shares in the last quarter. UBS Group AG boosted its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 2.9% in the 4th quarter. UBS Group AG now owns 6,941,165 shares of the company’s stock valued at $265,985,000 after purchasing an additional 194,373 shares in the last quarter. Capital Investment Advisors LLC boosted its position in First Trust SMID Cap Rising Dividend Achievers ETF by 4.9% during the 4th quarter. Capital Investment Advisors LLC now owns 4,375,623 shares of the company’s stock worth $167,674,000 after buying an additional 204,797 shares during the period. Finally, HighTower Advisors LLC boosted its position in First Trust SMID Cap Rising Dividend Achievers ETF by 5.7% during the 4th quarter. HighTower Advisors LLC now owns 3,305,788 shares of the company’s stock worth $126,678,000 after buying an additional 178,736 shares during the period.

First Trust SMID Cap Rising Dividend Achievers ETF Price Performance

NASDAQ:SDVY opened at $41.72 on Thursday. The firm’s 50 day simple moving average is $40.99 and its 200 day simple moving average is $40.22. First Trust SMID Cap Rising Dividend Achievers ETF has a one year low of $33.89 and a one year high of $42.89. The company has a market cap of $10.80 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 announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, March 26th were given a dividend of $0.0976 per share. The ex-dividend date was Thursday, March 26th. This represents a $0.39 annualized dividend and a yield of 0.9%.

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.