Private Trust Co. NA Grows Stock Position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Private Trust Co. NA lifted its stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 13.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,333 shares of the company’s stock after acquiring an additional 4,815 shares during the period. Private Trust Co. NA’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $1,446,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. LPL Financial LLC raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 17.1% during the third quarter. LPL Financial LLC now owns 17,987,114 shares of the company’s stock valued at $654,371,000 after purchasing an additional 2,628,717 shares in the last quarter. Capital Investment Advisors LLC raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 8.2% during the 4th quarter. Capital Investment Advisors LLC now owns 3,510,050 shares of the company’s stock valued at $125,835,000 after purchasing an additional 267,372 shares during the last quarter. Park National Corp OH raised its position in First Trust SMID Cap Rising Dividend Archievers ETF by 11.7% during the 4th quarter. Park National Corp OH now owns 2,827,593 shares of the company’s stock valued at $101,369,000 after purchasing an additional 296,558 shares during the last quarter. Truist Financial Corp raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 7.8% in the 4th quarter. Truist Financial Corp now owns 2,629,953 shares of the company’s stock worth $94,284,000 after acquiring an additional 190,665 shares in the last quarter. Finally, Stifel Financial Corp raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF by 16.3% in the 3rd quarter. Stifel Financial Corp now owns 2,485,251 shares of the company’s stock worth $90,415,000 after acquiring an additional 347,799 shares in the last quarter.

First Trust SMID Cap Rising Dividend Archievers ETF Stock Performance

Shares of NASDAQ:SDVY opened at $35.48 on Friday. The firm has a market capitalization of $7.91 billion, a P/E ratio of 12.91 and a beta of 1.18. The stock has a 50 day moving average price of $36.62 and a 200-day moving average price of $36.69. First Trust SMID Cap Rising Dividend Archievers ETF has a 52-week low of $32.22 and a 52-week high of $40.60.

First Trust SMID Cap Rising Dividend Archievers ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were paid 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.