First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) Shares Bought by Willner & Heller LLC

Willner & Heller LLC increased its position in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) by 2.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,983 shares of the company’s stock after purchasing an additional 1,068 shares during the period. First Trust NASDAQ Rising Dividend Achievers accounts for about 2.7% of Willner & Heller LLC’s investment portfolio, making the stock its 5th biggest holding. Willner & Heller LLC’s holdings in First Trust NASDAQ Rising Dividend Achievers were worth $3,133,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of RDVY. Spectrum Wealth Advisory Group LLC bought a new stake in First Trust NASDAQ Rising Dividend Achievers during the third quarter worth approximately $12,392,000. D.A. Davidson & CO. grew its holdings in shares of First Trust NASDAQ Rising Dividend Achievers by 4.5% during the 3rd quarter. D.A. Davidson & CO. now owns 674,180 shares of the company’s stock valued at $39,918,000 after acquiring an additional 29,294 shares in the last quarter. Claro Advisors LLC grew its holdings in shares of First Trust NASDAQ Rising Dividend Achievers by 29.3% during the 3rd quarter. Claro Advisors LLC now owns 62,771 shares of the company’s stock valued at $3,717,000 after acquiring an additional 14,235 shares in the last quarter. Elios Financial Group Inc. acquired a new stake in shares of First Trust NASDAQ Rising Dividend Achievers in the 3rd quarter valued at $6,731,000. Finally, ORG Partners LLC lifted its stake in shares of First Trust NASDAQ Rising Dividend Achievers by 259.3% in the 4th quarter. ORG Partners LLC now owns 202,120 shares of the company’s stock valued at $11,953,000 after purchasing an additional 145,866 shares during the last quarter.

First Trust NASDAQ Rising Dividend Achievers Stock Performance

Shares of RDVY opened at $62.18 on Monday. The firm has a market capitalization of $13.39 billion, a P/E ratio of 10.08 and a beta of 1.15. The company has a 50-day simple moving average of $61.47 and a 200-day simple moving average of $59.16. First Trust NASDAQ Rising Dividend Achievers has a 52 week low of $49.60 and a 52 week high of $64.63.

First Trust NASDAQ Rising Dividend Achievers Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were issued a $0.2956 dividend. The ex-dividend date was Friday, December 13th.

First Trust NASDAQ Rising Dividend Achievers Profile

The First Trust Rising Dividend Achievers ETF (RDVY) is an exchange-traded fund that is based on the NASDAQ US Rising Dividend Achievers index. The fund tracks an index of 50 large-cap stocks with rising, high-quality dividends. RDVY was launched on Jan 6, 2014 and is managed by First Trust.