First Trust Rising Dividend Achievers ETF $RDVY Shares Acquired by Stonebridge Financial Planning Group LLC

Stonebridge Financial Planning Group LLC grew its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY) by 81.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,231 shares of the company’s stock after purchasing an additional 22,935 shares during the quarter. First Trust Rising Dividend Achievers ETF makes up about 1.3% of Stonebridge Financial Planning Group LLC’s portfolio, making the stock its 18th biggest holding. Stonebridge Financial Planning Group LLC’s holdings in First Trust Rising Dividend Achievers ETF were worth $3,446,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in RDVY. Ashton Thomas Private Wealth LLC raised its position in shares of First Trust Rising Dividend Achievers ETF by 27.6% in the third quarter. Ashton Thomas Private Wealth LLC now owns 34,134 shares of the company’s stock worth $2,296,000 after acquiring an additional 7,379 shares during the period. Atria Investments Inc grew its position in shares of First Trust Rising Dividend Achievers ETF by 7.1% during the 3rd quarter. Atria Investments Inc now owns 193,425 shares of the company’s stock valued at $13,010,000 after acquiring an additional 12,843 shares during the period. Cozad Asset Management Inc. grew its position in shares of First Trust Rising Dividend Achievers ETF by 9.3% during the 3rd quarter. Cozad Asset Management Inc. now owns 108,125 shares of the company’s stock valued at $7,272,000 after acquiring an additional 9,181 shares during the period. Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of First Trust Rising Dividend Achievers ETF by 15.9% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 80,000 shares of the company’s stock valued at $5,381,000 after purchasing an additional 11,000 shares in the last quarter. Finally, BankPlus Wealth Management LLC increased its stake in shares of First Trust Rising Dividend Achievers ETF by 35.6% in the 3rd quarter. BankPlus Wealth Management LLC now owns 37,597 shares of the company’s stock valued at $2,529,000 after purchasing an additional 9,866 shares in the last quarter.

First Trust Rising Dividend Achievers ETF Trading Up 0.9%

NASDAQ RDVY opened at $69.46 on Wednesday. The stock has a market capitalization of $19.60 billion, a price-to-earnings ratio of 15.46 and a beta of 1.10. The stock has a 50-day moving average of $71.80 and a 200 day moving average of $69.18. First Trust Rising Dividend Achievers ETF has a twelve month low of $50.27 and a twelve month high of $73.54.

First Trust Rising Dividend Achievers ETF 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.