Essential Planning LLC. Buys New Stake in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Essential Planning LLC. bought a new stake in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 22,200 shares of the company’s stock, valued at approximately $1,341,000.

Other hedge funds have also bought and sold shares of the company. Spectrum Wealth Advisory Group LLC acquired a new position in First Trust NASDAQ Rising Dividend Achievers during the 3rd quarter valued at approximately $12,392,000. D.A. Davidson & CO. increased its stake in 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 purchasing an additional 29,294 shares in the last quarter. Elios Financial Group Inc. acquired a new position in First Trust NASDAQ Rising Dividend Achievers during the 3rd quarter valued at approximately $6,731,000. Claro Advisors LLC increased its stake in 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 purchasing an additional 14,235 shares in the last quarter. Finally, ORG Partners LLC increased its stake in First Trust NASDAQ Rising Dividend Achievers by 259.3% during 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 in the last quarter.

First Trust NASDAQ Rising Dividend Achievers Trading Down 0.3 %

Shares of First Trust NASDAQ Rising Dividend Achievers stock opened at $57.87 on Thursday. First Trust NASDAQ Rising Dividend Achievers has a 12-month low of $52.78 and a 12-month high of $64.63. The firm has a market capitalization of $13.05 billion, a price-to-earnings ratio of 14.78 and a beta of 1.14. The firm’s 50 day simple moving average is $61.33 and its two-hundred day simple moving average is $60.55.

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.