First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Purchased by J.W. Cole Advisors Inc.

Posted by George Bondi on Jun 5th, 2026

J.W. Cole Advisors Inc. raised its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 4.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 321,990 shares of the company’s stock after purchasing an additional 14,750 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $11,905,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of SDVY. Eagle Bay Advisors LLC acquired a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the fourth quarter valued at approximately $25,000. Oakworth Capital Inc. acquired a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the fourth quarter valued at approximately $25,000. Trust Co. of Vermont acquired a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter worth approximately $27,000. EQ Wealth Advisors LLC acquired a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter worth approximately $30,000. Finally, High Note Wealth LLC acquired a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the 4th quarter worth approximately $32,000.

First Trust SMID Cap Rising Dividend Achievers ETF Trading Up 0.9%

Shares of First Trust SMID Cap Rising Dividend Achievers ETF stock opened at $41.56 on Friday. The business’s 50 day simple moving average is $41.23 and its 200-day simple moving average is $40.36. The stock has a market capitalization of $10.76 billion, a price-to-earnings ratio of 14.54 and a beta of 1.01. First Trust SMID Cap Rising Dividend Achievers ETF has a twelve month low of $34.19 and a twelve month high of $42.89.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders 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 dividend yield of 0.9%. The ex-dividend date was Thursday, March 26th.

First Trust SMID Cap Rising Dividend Achievers ETF Company 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.