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

Willner & Heller LLC boosted its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) by 2.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 52,983 shares of the company’s stock after purchasing an additional 1,068 shares during the quarter. First Trust NASDAQ Rising Dividend Achievers accounts for about 2.7% of Willner & Heller LLC’s portfolio, making the stock its 5th largest 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 quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of RDVY. International Assets Investment Management LLC grew its holdings in First Trust NASDAQ Rising Dividend Achievers by 5,796.9% during the 3rd quarter. International Assets Investment Management LLC now owns 6,803,294 shares of the company’s stock worth $402,823,000 after acquiring an additional 6,687,924 shares during the last quarter. LPL Financial LLC raised its holdings in First Trust NASDAQ Rising Dividend Achievers by 4.9% during the third quarter. LPL Financial LLC now owns 20,326,430 shares of the company’s stock worth $1,203,528,000 after buying an additional 953,708 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of First Trust NASDAQ Rising Dividend Achievers by 135.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,128,835 shares of the company’s stock worth $66,838,000 after acquiring an additional 650,194 shares in the last quarter. Commonwealth Equity Services LLC grew its stake in shares of First Trust NASDAQ Rising Dividend Achievers by 12.9% in the 3rd quarter. Commonwealth Equity Services LLC now owns 5,230,868 shares of the company’s stock worth $309,720,000 after acquiring an additional 596,099 shares in the last quarter. Finally, HighTower Advisors LLC grew its stake in shares of First Trust NASDAQ Rising Dividend Achievers by 47.3% in the 3rd quarter. HighTower Advisors LLC now owns 1,267,282 shares of the company’s stock worth $75,007,000 after acquiring an additional 406,747 shares in the last quarter.

First Trust NASDAQ Rising Dividend Achievers Stock Performance

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

First Trust NASDAQ Rising Dividend Achievers Cuts Dividend

The company also recently declared a dividend, which was paid on Tuesday, December 31st. Stockholders 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 Company 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.