Jaffetilchin Investment Partners LLC Buys 30,337 Shares of FT Vest SMID Rising Dividend Achievers Target Income ETF $SDVD

Jaffetilchin Investment Partners LLC grew its stake in FT Vest SMID Rising Dividend Achievers Target Income ETF (BATS:SDVD) by 304.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,314 shares of the company’s stock after buying an additional 30,337 shares during the quarter. Jaffetilchin Investment Partners LLC owned approximately 0.12% of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $865,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in SDVD. Farther Finance Advisors LLC purchased a new position in shares of FT Vest SMID Rising Dividend Achievers Target Income ETF during the 3rd quarter valued at about $59,000. Nations Financial Group Inc. IA ADV increased its holdings in FT Vest SMID Rising Dividend Achievers Target Income ETF by 17.6% in the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 30,482 shares of the company’s stock worth $659,000 after acquiring an additional 4,563 shares in the last quarter. MTM Investment Management LLC increased its holdings in FT Vest SMID Rising Dividend Achievers Target Income ETF by 44.7% in the 3rd quarter. MTM Investment Management LLC now owns 94,705 shares of the company’s stock worth $2,048,000 after acquiring an additional 29,250 shares in the last quarter. Winnow Wealth LLC bought a new stake in FT Vest SMID Rising Dividend Achievers Target Income ETF during the 3rd quarter worth approximately $1,327,000. Finally, Whipplewood Advisors LLC raised its stake in FT Vest SMID Rising Dividend Achievers Target Income ETF by 2.3% during the 3rd quarter. Whipplewood Advisors LLC now owns 58,647 shares of the company’s stock worth $1,268,000 after acquiring an additional 1,307 shares during the period.

FT Vest SMID Rising Dividend Achievers Target Income ETF Price Performance

Shares of BATS:SDVD opened at $21.70 on Wednesday. The company has a market capitalization of $533.82 million, a P/E ratio of 14.54 and a beta of 1.09. FT Vest SMID Rising Dividend Achievers Target Income ETF has a 1-year low of $17.31 and a 1-year high of $23.65. The firm’s 50 day simple moving average is $22.51 and its two-hundred day simple moving average is $21.90.

About FT Vest SMID Rising Dividend Achievers Target Income ETF

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.