Legacy Wealth Managment LLC ID Has $2.30 Million Position in First Trust Rising Dividend Achievers ETF $RDVY

Posted by on Jul 21st, 2026

Legacy Wealth Managment LLC ID lowered its holdings in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 17.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,709 shares of the company’s stock after selling 6,945 shares during the period. First Trust Rising Dividend Achievers ETF makes up 1.1% of Legacy Wealth Managment LLC ID’s portfolio, making the stock its 13th biggest position. Legacy Wealth Managment LLC ID’s holdings in First Trust Rising Dividend Achievers ETF were worth $2,302,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Basepoint Wealth LLC grew its holdings in shares of First Trust Rising Dividend Achievers ETF by 4.5% during the first quarter. Basepoint Wealth LLC now owns 3,187 shares of the company’s stock valued at $218,000 after buying an additional 136 shares in the last quarter. Retirement Planning Group LLC lifted its stake in First Trust Rising Dividend Achievers ETF by 1.8% in the 1st quarter. Retirement Planning Group LLC now owns 8,013 shares of the company’s stock worth $547,000 after acquiring an additional 138 shares in the last quarter. Quad Cities Investment Group LLC lifted its stake in First Trust Rising Dividend Achievers ETF by 0.7% in the 4th quarter. Quad Cities Investment Group LLC now owns 21,219 shares of the company’s stock worth $1,474,000 after acquiring an additional 157 shares in the last quarter. MBE Wealth Management LLC boosted its position in First Trust Rising Dividend Achievers ETF by 2.7% during the 1st quarter. MBE Wealth Management LLC now owns 6,798 shares of the company’s stock worth $464,000 after acquiring an additional 179 shares during the period. Finally, Castleview Partners LLC boosted its position in First Trust Rising Dividend Achievers ETF by 2.8% during the 1st quarter. Castleview Partners LLC now owns 6,898 shares of the company’s stock worth $471,000 after acquiring an additional 189 shares during the period.

First Trust Rising Dividend Achievers ETF Price Performance

NASDAQ:RDVY opened at $79.77 on Tuesday. First Trust Rising Dividend Achievers ETF has a fifty-two week low of $62.02 and a fifty-two week high of $81.36. The stock’s 50-day moving average is $77.66 and its two-hundred day moving average is $73.83. The stock has a market cap of $24.26 billion, a PE 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. Investors of record on Thursday, June 25th were issued a dividend of $0.1474 per share. 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.

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Institutional Ownership by Quarter for First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY)

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