Trueblood Wealth Management LLC Grows Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Trueblood Wealth Management LLC lifted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) by 10.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 81,514 shares of the company’s stock after purchasing an additional 7,834 shares during the period. First Trust SMID Cap Rising Dividend Archievers ETF accounts for about 1.4% of Trueblood Wealth Management LLC’s holdings, making the stock its 5th biggest position. Trueblood Wealth Management LLC’s holdings in First Trust SMID Cap Rising Dividend Archievers ETF were worth $2,922,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. National Bank of Canada FI bought a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF during the third quarter valued at about $27,000. Grove Bank & Trust bought a new stake in First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter worth about $27,000. Icon Wealth Advisors LLC purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the third quarter worth about $30,000. ORG Partners LLC purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the third quarter worth about $73,000. Finally, Wolff Wiese Magana LLC purchased a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF in the fourth quarter worth about $72,000.

First Trust SMID Cap Rising Dividend Archievers ETF Trading Up 0.2 %

Shares of NASDAQ:SDVY opened at $37.50 on Monday. The company has a 50 day moving average of $37.61 and a 200 day moving average of $36.25. The stock has a market cap of $8.09 billion, a P/E ratio of 8.30 and a beta of 1.18. First Trust SMID Cap Rising Dividend Archievers ETF has a 12 month low of $31.16 and a 12 month 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 paid a dividend of $0.1821 per share. The ex-dividend date was Friday, December 13th.

First Trust SMID Cap Rising Dividend Archievers ETF Company Profile

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.