Holistic Financial Partners Buys Shares of 44,165 First Trust Rising Dividend Achievers ETF $RDVY

Holistic Financial Partners bought a new position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY) during the fourth quarter, HoldingsChannel reports. The fund bought 44,165 shares of the company’s stock, valued at approximately $3,068,000. First Trust Rising Dividend Achievers ETF makes up about 1.1% of Holistic Financial Partners’ portfolio, making the stock its 21st largest holding.

Several other institutional investors also recently modified their holdings of the stock. Ameriprise Financial Inc. lifted its stake in shares of First Trust Rising Dividend Achievers ETF by 15.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,074,097 shares of the company’s stock valued at $442,526,000 after acquiring an additional 957,587 shares during the last quarter. JPMorgan Chase & Co. grew its position in First Trust Rising Dividend Achievers ETF by 74.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,707,049 shares of the company’s stock worth $114,816,000 after acquiring an additional 725,742 shares during the last quarter. UBS Group AG grew its position in First Trust Rising Dividend Achievers ETF by 12.2% during the 3rd quarter. UBS Group AG now owns 5,740,264 shares of the company’s stock worth $386,090,000 after acquiring an additional 624,936 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in First Trust Rising Dividend Achievers ETF by 13.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 4,906,017 shares of the company’s stock worth $329,979,000 after purchasing an additional 577,318 shares in the last quarter. Finally, Prudential PLC acquired a new position in First Trust Rising Dividend Achievers ETF in the 3rd quarter worth about $32,762,000.

First Trust Rising Dividend Achievers ETF Trading Down 0.9%

First Trust Rising Dividend Achievers ETF stock opened at $68.38 on Friday. The stock has a 50-day moving average price of $71.59 and a two-hundred day moving average price of $69.20. First Trust Rising Dividend Achievers ETF has a 12 month low of $50.27 and a 12 month high of $73.54. The company has a market capitalization of $19.29 billion, a PE ratio of 15.46 and a beta of 1.10.

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.