ORBA Wealth Advisors L.L.C. Has $2.13 Million Holdings in First Trust Rising Dividend Achievers ETF $RDVY

Posted by Brian Himes on Jul 7th, 2026

ORBA Wealth Advisors L.L.C. cut its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 19.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 31,197 shares of the company’s stock after selling 7,311 shares during the period. First Trust Rising Dividend Achievers ETF makes up approximately 2.5% of ORBA Wealth Advisors L.L.C.’s investment portfolio, making the stock its 13th largest holding. ORBA Wealth Advisors L.L.C.’s holdings in First Trust Rising Dividend Achievers ETF were worth $2,130,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in RDVY. Huntington National Bank increased its holdings in shares of First Trust Rising Dividend Achievers ETF by 37,000.0% in the fourth quarter. Huntington National Bank now owns 371 shares of the company’s stock worth $26,000 after acquiring an additional 370 shares in the last quarter. Financial Perspectives Inc bought a new position in shares of First Trust Rising Dividend Achievers ETF during the 4th quarter valued at about $26,000. Trust Co. of Vermont bought a new position in shares of First Trust Rising Dividend Achievers ETF during the 4th quarter valued at about $27,000. United Community Bank acquired a new position in shares of First Trust Rising Dividend Achievers ETF in the 4th quarter valued at approximately $28,000. Finally, Lloyd Advisory Services LLC. acquired a new position in shares of First Trust Rising Dividend Achievers ETF in the 4th quarter valued at approximately $36,000.

First Trust Rising Dividend Achievers ETF Stock Performance

NASDAQ RDVY traded down $0.87 during trading hours on Tuesday, reaching $79.63. 213,253 shares of the company’s stock were exchanged, compared to its average volume of 1,405,805. The company’s 50-day moving average is $76.61 and its two-hundred day moving average is $73.14. First Trust Rising Dividend Achievers ETF has a one year low of $61.84 and a one year high of $81.36. The company has a market capitalization of $24.04 billion, a price-to-earnings ratio of 15.46 and a beta of 1.00.

First Trust Rising Dividend Achievers ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Thursday, June 25th were issued a $0.1474 dividend. This represents a $0.59 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Thursday, June 25th.

First Trust Rising Dividend Achievers ETF Company Profile

(Free Report)

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.