OneAscent Wealth Management LLC reduced its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY) by 17.6% during the second quarter, according to its recent disclosure with the Securities and Exchange Commission (SEC). The firm sold 3,757 shares during the period, resulting in a 17.6% decrease in holdings. As of its most recent SEC filing, OneAscent Wealth Management LLC owned 17,568 shares of the company’s stock, making it the 21st largest holding in its portfolio. The value of these holdings was approximately $827,000.
Other large investors have also been buying and selling shares of RDVY. Ameriprise Financial Inc. increased its stake in First Trust NASDAQ Rising Dividend Achievers by 1.3% during the first quarter, purchasing an additional 47,558 shares. Advance Capital Management Inc. saw a 0.3% increase in holdings during the second quarter, owning 8,565 additional shares. Royal Bank of Canada increased its position by 36.3% in the first quarter, acquiring an additional 868,610 shares. Raymond James & Associates also bought 15,209 additional shares during the first quarter. Private Advisor Group LLC acquired a new stake in the first quarter worth approximately $71,020,000.
First Trust NASDAQ Rising Dividend Achievers stock has experienced a 1.0% decrease. The stock is currently priced at $47.41, with a trading volume of 375,881 shares. It has a 50-day simple moving average of $48.19 and a 200-day simple moving average of $46.22. The company’s market capitalization is $8.09 billion, with a price-to-earnings ratio of 9.91 and a beta of 1.15. The stock’s 52-week low is $38.34, while its 52-week high is $49.68.
Additionally, First Trust NASDAQ Rising Dividend Achievers announced an increase in its quarterly dividend. Stockholders of record on Wednesday, June 28th were paid a dividend of $0.3021 per share. This represents an annualized dividend of $1.21 and a dividend yield of 2.55%. The ex-dividend date was Tuesday, June 27th. The previous quarterly dividend was $0.21.
First Trust NASDAQ Rising Dividend Achievers is an exchange-traded fund (ETF) 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. Managed by First Trust, the ETF (RDVY) was launched on January 6, 2014.
– OneAscent Wealth Management LLC’s disclosure with the SEC
– Ameriprise Financial Inc.
– Advance Capital Management Inc.
– Royal Bank of Canada
– Raymond James & Associates
– Private Advisor Group LLC
– First Trust NASDAQ Rising Dividend Achievers