First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) Position Raised by Advantage Trust Co

Advantage Trust Co grew its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 3.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 417,295 shares of the company’s stock after purchasing an additional 13,009 shares during the quarter. First Trust SMID Cap Rising Dividend Archievers ETF makes up about 8.8% of Advantage Trust Co’s portfolio, making the stock its 4th biggest holding. Advantage Trust Co’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $14,960,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Ergawealth Advisors Inc. increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 5.9% in the third quarter. Ergawealth Advisors Inc. now owns 312,527 shares of the company’s stock valued at $11,370,000 after buying an additional 17,394 shares in the last quarter. Legacy Capital Group California Inc. lifted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 0.8% during the 3rd quarter. Legacy Capital Group California Inc. now owns 45,225 shares of the company’s stock valued at $1,645,000 after buying an additional 343 shares in the last quarter. Silver Oak Securities Incorporated grew its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 18.5% in the 3rd quarter. Silver Oak Securities Incorporated now owns 52,398 shares of the company’s stock valued at $1,899,000 after acquiring an additional 8,171 shares during the period. Trueblood Wealth Management LLC increased its holdings in First Trust SMID Cap Rising Dividend Archievers ETF by 18.4% in the 3rd quarter. Trueblood Wealth Management LLC now owns 73,680 shares of the company’s stock worth $2,680,000 after acquiring an additional 11,456 shares in the last quarter. Finally, Team Financial Group LLC raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 2.3% during the third quarter. Team Financial Group LLC now owns 59,237 shares of the company’s stock worth $2,155,000 after acquiring an additional 1,322 shares during the period.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Down 2.5 %

SDVY stock opened at $35.71 on Friday. The stock has a market capitalization of $7.96 billion, a P/E ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 52 week low of $32.22 and a 52 week high of $40.60. The firm has a 50-day simple moving average of $36.75 and a 200-day simple moving average of $36.61.

First Trust SMID Cap Rising Dividend Archievers ETF Announces Dividend

The company also recently announced a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were issued a dividend of $0.1821 per share. The ex-dividend date was Friday, December 13th.

About First Trust SMID Cap Rising Dividend Archievers ETF

The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is an exchange-traded fund that mostly invests in extended market equity. The fund tracks an equal-weighted index of small- and mid-cap US companies with historically increasing dividends and that meet various fundamental criteria. SDVY was launched on Nov 1, 2017 and is managed by First Trust.