Stewardship Concepts Financial Services LLC Purchases Shares of 141,535 First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

Stewardship Concepts Financial Services LLC acquired a new position in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 141,535 shares of the company’s stock, valued at approximately $5,431,000. First Trust SMID Cap Rising Dividend Achievers ETF accounts for approximately 4.6% of Stewardship Concepts Financial Services LLC’s investment portfolio, making the stock its 9th largest position. Stewardship Concepts Financial Services LLC owned 0.06% of First Trust SMID Cap Rising Dividend Achievers ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Bank of Jackson Hole Trust acquired a new stake in First Trust SMID Cap Rising Dividend Achievers ETF in the 3rd quarter valued at approximately $25,000. GoalVest Advisory LLC acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the third quarter worth approximately $25,000. Trust Co. of Vermont acquired a new position in shares of First Trust SMID Cap Rising Dividend Achievers ETF during the fourth quarter worth approximately $27,000. Princeton Global Asset Management LLC bought a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the third quarter valued at approximately $36,000. Finally, Hoese & Co LLP bought a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF in the fourth quarter valued at approximately $48,000.

First Trust SMID Cap Rising Dividend Achievers ETF Stock Performance

Shares of First Trust SMID Cap Rising Dividend Achievers ETF stock opened at $39.73 on Friday. First Trust SMID Cap Rising Dividend Achievers ETF has a 1 year low of $28.84 and a 1 year high of $42.89. The company’s fifty day simple moving average is $40.76 and its 200-day simple moving average is $39.20. The company has a market cap of $10.18 billion, a price-to-earnings ratio of 14.54 and a beta of 1.12.

First Trust SMID Cap Rising Dividend Achievers ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Thursday, March 26th were given a $0.0976 dividend. This represents a $0.39 annualized dividend and a yield of 1.0%. The ex-dividend date was Thursday, March 26th.

First Trust SMID Cap Rising Dividend Achievers ETF 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.