Castle Wealth Management LLC trimmed its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 18.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 136,265 shares of the company’s stock after selling 31,614 shares during the period. First Trust SMID Cap Rising Dividend Archievers ETF accounts for 2.7% of Castle Wealth Management LLC’s investment portfolio, making the stock its 9th biggest holding. Castle Wealth Management LLC owned 0.33% of First Trust SMID Cap Rising Dividend Archievers ETF worth $3,858,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SDVY. HighTower Advisors LLC purchased a new position in First Trust SMID Cap Rising Dividend…
