First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Stock Sold by First Heartland Consultants Inc.

Posted by Brian Himes on Oct 9th, 2026

First Heartland Consultants Inc. trimmed its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 47.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 214,874 shares of the company’s stock after selling 191,404 shares during the quarter. First Heartland Consultants Inc.’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $8,720,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. Bank of America Corp DE raised its position in First Trust SMID Cap Rising Dividend Achievers ETF by 6.3% in the 1st quarter. Bank of America Corp DE now owns 9,463,585 shares of the company’s stock valued at $373,149,000 after purchasing an additional 564,137 shares in the last quarter. Cetera Investment Advisers boosted its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 2.9% in the 1st quarter. Cetera Investment Advisers now owns 7,943,362 shares of the company’s stock valued at $313,207,000 after buying an additional 227,423 shares during the period. Royal Bank of Canada grew its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 5.1% during the first quarter. Royal Bank of Canada now owns 6,670,911 shares of the company’s stock worth $263,034,000 after buying an additional 322,622 shares in the last quarter. Park National Corp OH grew its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 1.5% during the third quarter. Park National Corp OH now owns 3,584,904 shares of the company’s stock worth $145,475,000 after buying an additional 54,366 shares in the last quarter. Finally, Baird Financial Group Inc. grew its position in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 4.2% during the second quarter. Baird Financial Group Inc. now owns 1,760,339 shares of the company’s stock worth $75,941,000 after buying an additional 71,063 shares in the last quarter.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Up 0.8%

Shares of NASDAQ:SDVY opened at $41.22 on Friday. The firm’s 50 day moving average price is $42.93 and its 200 day moving average price is $42.24. The stock has a market cap of $10.95 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 fifty-two week low of $36.40 and a fifty-two week high of $45.11.

First Trust SMID Cap Rising Dividend Achievers ETF Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Thursday, September 24th were issued a dividend of $0.1002 per share. This is a boost from First Trust SMID Cap Rising Dividend Achievers ETF’s previous quarterly dividend of $0.0901. The ex-dividend date was Thursday, September 24th. This represents a $0.40 annualized dividend and a yield of 1.0%.

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.