Blue Trust Inc. Has $111,000 Stock Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Blue Trust Inc. increased its stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 636.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,040 shares of the company’s stock after purchasing an additional 2,627 shares during the period. Blue Trust Inc.’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $111,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Kingswood Wealth Advisors LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 58.6% in the 4th quarter. Kingswood Wealth Advisors LLC now owns 32,504 shares of the company’s stock valued at $1,165,000 after buying an additional 12,007 shares in the last quarter. Precedent Wealth Partners LLC acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF during the fourth quarter valued at approximately $4,253,000. Smith Chas P & Associates PA Cpas lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF by 2.0% during the fourth quarter. Smith Chas P & Associates PA Cpas now owns 975,635 shares of the company’s stock worth $34,977,000 after purchasing an additional 19,291 shares during the last quarter. AlphaMark Advisors LLC bought a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the 4th quarter worth $31,000. Finally, Flagship Harbor Advisors LLC boosted its stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 73.7% in the 4th quarter. Flagship Harbor Advisors LLC now owns 32,076 shares of the company’s stock valued at $1,150,000 after purchasing an additional 13,611 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Price Performance

Shares of First Trust SMID Cap Rising Dividend Archievers ETF stock opened at $37.09 on Friday. The company’s 50 day moving average price is $37.25 and its two-hundred day moving average price is $36.53. The firm has a market capitalization of $8.24 billion, a P/E ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a fifty-two week low of $31.50 and a fifty-two week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Tuesday, December 31st. Investors 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.