Simplicity Wealth LLC Acquires New Stake in FT Vest SMID Rising Dividend Achievers Target Income ETF $SDVD

Simplicity Wealth LLC bought a new position in shares of FT Vest SMID Rising Dividend Achievers Target Income ETF (BATS:SDVD – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 148,397 shares of the company’s stock, valued at approximately $3,199,000. Simplicity Wealth LLC owned about 0.60% of FT Vest SMID Rising Dividend Achievers Target Income ETF at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of SDVD. Geneos Wealth Management Inc. raised its position in FT Vest SMID Rising Dividend Achievers Target Income ETF by 100.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 2,400 shares of the company’s stock valued at $52,000 after purchasing an additional 1,200 shares during the last quarter. Bullseye Investment Management LLC acquired a new stake in FT Vest SMID Rising Dividend Achievers Target Income ETF during the 2nd quarter worth $82,000. Sunbelt Securities Inc. grew its position in FT Vest SMID Rising Dividend Achievers Target Income ETF by 80.0% during the 1st quarter. Sunbelt Securities Inc. now owns 4,500 shares of the company’s stock worth $98,000 after purchasing an additional 2,000 shares during the last quarter. World Investment Advisors purchased a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF during the 1st quarter worth $203,000. Finally, Arkadios Wealth Advisors grew its position in FT Vest SMID Rising Dividend Achievers Target Income ETF by 16.2% during the 1st quarter. Arkadios Wealth Advisors now owns 11,844 shares of the company’s stock worth $257,000 after purchasing an additional 1,654 shares during the last quarter.

FT Vest SMID Rising Dividend Achievers Target Income ETF Stock Performance

BATS SDVD opened at $22.21 on Monday. The firm has a market cap of $546.37 million, a PE ratio of 14.54 and a beta of 1.09. FT Vest SMID Rising Dividend Achievers Target Income ETF has a one year low of $20.55 and a one year high of $24.06. The firm’s fifty day moving average is $22.48 and its two-hundred day moving average is $22.76.

About FT Vest SMID Rising Dividend Achievers Target Income ETF

(Free Report)

The FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an exchange-traded fund that mostly invests in extended market equity. The fund is an actively managed fund that seeks to provide a target level of current income and capital appreciation by holding a portfolio of dividend-paying small- and mid-cap companies. The fund also utilizes a naked call writing option strategy on the Russell 2000 Index (RUT) or related ETFs. SDVD was launched on Aug 9, 2023 and is issued by First Trust.

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Institutional Ownership by Quarter for FT Vest SMID Rising Dividend Achievers Target Income ETF (BATS:SDVD)

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