Crumly Loads Up on 110,675 SDVY Shares in Q2 Filing
Key Takeaways
Crumly & Associates Inc. reported purchasing 110,675 shares of SDVY valued at $3.81 million in Q2 2025, according to a July 2 SEC filing.
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July 9, 2025
01:21 PM
The Motley Fool
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Crumly & Associates Inc
Reported purchasing 110,675 s of SDVY valued at $3. 81 million in Q2 2025, according to a July 2 SEC filing
What happenedCrumly & Associates Inc
Disclosed in a recent SEC filing that it purchased 110,675 additional s of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF(SDVY 0. 17%) during Q2 2025
The transaction increased its total position to 387,258 s with a market value of $13. 66 million
What else to knowThis buy activity brought SDVY to 3. 33% of the firm's assets under management (AUM)
Top holdings after the 13F filing are:JGRO (JGRO 0. 93 million (7. 0% of AUM)RDVY (RDVY 0. 96 million (5. 3% of AUM) DSTL (DSTL 0. 95 million (4. 9% of AUM)JPST (JPST 0. 05 million (4. 4% of AUM)HEFA (HEFA 0. 22 million (3. 9% of AUM)SDVY closed at $36. 17 yesterday, up 10. 4% year-over-year, but underperformed the S&P 500 by 3. 7 percentage points
The ETF trades 11. 2% below its 52-week high; its price is 6. 4% above the 50-day and 3. 2% above the 200-day moving averages as of June 30
ETF overviewMetricValueCurrent price$36. 45Market capitalization$8. 20 billion50-day moving average$34. 26One-year price change10. 19%First Trust offers an exchange-traded fund (ETF) that invests in a diversified portfolio of 184 small and mid-cap U
Companies with a consistent track record of rising dividends
The ETF operates by tracking an index focused on dividend growth, allocating at least 90% of assets to qualifying common stocks to vide exposure to dividend achievers
First Trust SMID Cap Rising Dividend Achievers ETF vides investors with access to a curated basket of small and mid-cap U
Companies that have demonstrated the ability to consistently increase dividends
Foolish takeSmall- and mid-cap stocks have the potential to turbocharge your portfolio, as their underlying es are usually fast growers
If they additionally pay out dividends, then that’s usually a healthy sign of sustainable growth
Over the past three and five years, the First Trust SMID Cap Rising Dividend Achievers ETF has impressive total annual returns of 16. 48% and 18. 27%, respectively
However, more recent performances haven’t been so attractive
Over the last 12 months, total return stood at 12. 35% while year-to-date returns have further dwindled to 1
So, is this the right time to invest in this ETF
Small and mid-cap stocks do come with risks
In an interest rate environment that’s still considered high relative to the past decade, borrowing costs have hindered growth for small and mid-cap stocks
According to an analysis by brokerage firm Charles Schwab, small caps have a larger of debt recycling coming up over the next four years, versus large-cap companies
That means, unless inflation cools and interest rates drop, small caps will potentially face higher borrowing costs, further hobbling growth
At this point, I’ll be more comfortable in ETFs with large cap names in them, such as the Vanguard S&P 500 ETF
However, if you believe small and mid-cap companies will see a turnaround over the longer term, and if you can stomach some risk over the next few months, the First Trust SMID Cap Rising Dividend Achievers ETF could be a good bet
This ETF, with a dividend yield of 1. 81%, only has dividend payers in its portfolio, and could be a good option for income seeking investors as well
Glossary13F: A quarterly SEC filing required from institutional investment managers to disclose their equity holdings
AUM (Assets Under Management): The total market value of investments managed on behalf of clients by a fund or firm
ETF (Exchange-Traded Fund): An investment fund traded on stock exchanges, holding a basket of assets stocks or bonds
SMID Cap: Refers to small- and mid-capitalization companies, typically with market values between $300 million and $10 billion
Dividend Achievers: Companies with a consistent record of increasing their dividend payouts over time
SEC Filing: Official documents submitted to the U
Securities and Exchange Commission to disclose financial and operational information
Moving Average: A statistical calculation showing the average price of a security over a specific period, smoothing out short-term fluctuations
Index Tracking: An investment strategy where a fund aims to replicate the performance of a specific market index
Trade Value: The total dollar amount of a transaction, calculated as the number of s times the price per
Reportable: Refers to holdings or transactions that must be disclosed to regulators, such as those included in 13F filings
Stake: The amount of ownership or s held in a particular company or fund
Curated Basket: A carefully selected group of securities assembled to meet specific investment criteria or objectives
Isac Simon has no position in any of the stocks mentioned
The Motley Fool has positions in and recommends Vanguard S&P 500 ETF
The Motley Fool has a disclosure policy.
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