IFG Advisory LLC Decreases Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Posted by Geri Gentry on May 30th, 2026

IFG Advisory LLC decreased its position in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 29.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,243 shares of the company’s stock after selling 21,214 shares during the period. IFG Advisory LLC’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $1,925,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter valued at about $25,000. Oakworth Capital Inc. purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter valued at about $25,000. Trust Co. of Vermont purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter valued at about $27,000. EQ Wealth Advisors LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter valued at about $30,000. Finally, High Note Wealth LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter valued at about $32,000.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Performance

First Trust SMID Cap Rising Dividend Achievers ETF stock opened at $41.27 on Friday. The business’s 50-day simple moving average is $41.07 and its two-hundred day simple moving average is $40.25. The company has a market cap of $10.68 billion, a PE ratio of 14.54 and a beta of 1.04. First Trust SMID Cap Rising Dividend Achievers ETF has a fifty-two week low of $33.89 and a fifty-two week high of $42.89.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, March 26th were paid a dividend of $0.0976 per share. This represents a $0.39 annualized dividend and a yield of 0.9%. The ex-dividend date 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.