FAS Wealth Partners Inc. Has $5.54 Million Stock Holdings in BNY Mellon Dynamic Value ETF $BKDV

FAS Wealth Partners Inc. boosted its position in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 83.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 186,746 shares of the company’s stock after buying an additional 85,124 shares during the period. FAS Wealth Partners Inc. owned approximately 0.44% of BNY Mellon Dynamic Value ETF worth $5,539,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Stifel Financial Corp grew its stake in BNY Mellon Dynamic Value ETF by 597.6% in the fourth quarter. Stifel Financial Corp now owns 1,394,425 shares of the company’s stock valued at $40,466,000 after acquiring an additional 1,194,540 shares during the period. Advisor OS LLC raised its position in shares of BNY Mellon Dynamic Value ETF by 10,446.2% during the fourth quarter. Advisor OS LLC now owns 838,842 shares of the company’s stock worth $24,343,000 after purchasing an additional 830,888 shares during the period. MJP Associates Inc. ADV raised its position in shares of BNY Mellon Dynamic Value ETF by 10,446.2% during the fourth quarter. MJP Associates Inc. ADV now owns 838,842 shares of the company’s stock worth $24,343,000 after purchasing an additional 830,888 shares during the period. Raymond James Financial Inc. bought a new position in shares of BNY Mellon Dynamic Value ETF in the 3rd quarter worth $20,773,000. Finally, Bank of America Corp DE bought a new position in shares of BNY Mellon Dynamic Value ETF in the 3rd quarter worth $17,192,000.

BNY Mellon Dynamic Value ETF Stock Performance

NYSEARCA BKDV opened at $34.01 on Monday. The company has a market cap of $1.80 billion, a P/E ratio of 19.68 and a beta of 0.73. The company has a fifty day simple moving average of $33.34 and a 200 day simple moving average of $31.62. BNY Mellon Dynamic Value ETF has a 12-month low of $26.07 and a 12-month high of $34.08.

BNY Mellon Dynamic Value ETF Profile

The BNY Mellon Dynamic Value ETF (BKDV) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, focusing on value companies of any market-cap globally. The fund seeks capital growth through a bottom-up investment approach, prioritizing intrinsic value, strong fundamentals, and positive momentum BKDV was launched on Nov 1, 2024 and is issued by BNY Mellon.