First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Sold by StoneX Group Inc.

Posted by Geri Gentry on Nov 8th, 2026

StoneX Group Inc. cut its stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 48.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 118,063 shares of the company’s stock after selling 111,670 shares during the period. StoneX Group Inc.’s holdings in First Trust SMID Cap Rising Dividend Achievers ETF were worth $4,791,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in SDVY. Parallel Advisors LLC boosted its stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF by 3.3% in the 3rd quarter. Parallel Advisors LLC now owns 24,484 shares of the company’s stock valued at $994,000 after purchasing an additional 790 shares during the last quarter. United Advisor Group LLC raised its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 1.2% during the third quarter. United Advisor Group LLC now owns 90,236 shares of the company’s stock worth $3,662,000 after buying an additional 1,112 shares during the last quarter. Ashton Thomas Private Wealth LLC raised its stake in First Trust SMID Cap Rising Dividend Achievers ETF by 8.0% during the third quarter. Ashton Thomas Private Wealth LLC now owns 171,201 shares of the company’s stock worth $6,947,000 after buying an additional 12,712 shares during the last quarter. International Assets Investment Management LLC lifted its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 2.6% in the third quarter. International Assets Investment Management LLC now owns 55,137 shares of the company’s stock valued at $2,259,000 after buying an additional 1,406 shares during the period. Finally, Genesis Private Wealth LLC lifted its holdings in First Trust SMID Cap Rising Dividend Achievers ETF by 3.9% in the third quarter. Genesis Private Wealth LLC now owns 98,439 shares of the company’s stock valued at $3,995,000 after buying an additional 3,685 shares during the period.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Down 0.2%

SDVY stock opened at $41.93 on Friday. The firm has a market cap of $11.07 billion, a price-to-earnings ratio of 14.54 and a beta of 1.02. The company’s fifty day simple moving average is $41.97 and its 200 day simple moving average is $41.97. First Trust SMID Cap Rising Dividend Achievers ETF has a 12-month low of $36.40 and a 12-month high of $45.11.

First Trust SMID Cap Rising Dividend Achievers ETF Increases Dividend

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

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.