123,083 First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Bought by Capital Investment Advisors LLC

Posted by George Bondi on Oct 24th, 2026

Capital Investment Advisors LLC boosted its stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 2.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 4,853,868 shares of the company’s stock after acquiring an additional 123,083 shares during the period. First Trust SMID Cap Rising Dividend Achievers ETF comprises approximately 2.4% of Capital Investment Advisors LLC’s investment portfolio, making the stock its 4th largest position. Capital Investment Advisors LLC’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $196,970,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Maryland Capital Advisors Inc. acquired a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the 3rd quarter worth approximately $28,000. Anchor Investment Management LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the first quarter worth $30,000. Orion Capital Management LLC acquired a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the 2nd quarter worth about $39,000. Olistico Wealth LLC purchased a new stake in First Trust SMID Cap Rising Dividend Achievers ETF during the third quarter worth approximately $41,000. Finally, Parkside Financial Bank & Trust purchased a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the 2nd quarter worth approximately $51,000.

First Trust SMID Cap Rising Dividend Achievers ETF Trading Down 0.6%

Shares of NASDAQ SDVY opened at $42.06 on Friday. The stock has a market cap of $11.10 billion, a P/E ratio of 14.54 and a beta of 1.01. The stock has a 50 day moving average of $42.29 and a two-hundred day moving average of $42.39. First Trust SMID Cap Rising Dividend Achievers ETF has a twelve month low of $36.40 and a twelve month high of $45.11.

First Trust SMID Cap Rising Dividend Achievers ETF Increases Dividend

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

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.