First Trust Rising Dividend Achievers ETF $RDVY Stock Position Lifted by Crumly & Associates Inc.

Posted by Donna Armstrong on Jan 29th, 2026

Crumly & Associates Inc. grew its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 4.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 365,294 shares of the company’s stock after purchasing an additional 15,316 shares during the quarter. First Trust Rising Dividend Achievers ETF makes up 5.4% of Crumly & Associates Inc.’s investment portfolio, making the stock its 2nd largest holding. Crumly & Associates Inc. owned 0.14% of First Trust Rising Dividend Achievers ETF worth $24,570,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in RDVY. Harel Insurance Investments & Financial Services Ltd. boosted its holdings in First Trust Rising Dividend Achievers ETF by 15.9% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 80,000 shares of the company’s stock worth $5,381,000 after buying an additional 11,000 shares during the period. BankPlus Wealth Management LLC lifted its position in shares of First Trust Rising Dividend Achievers ETF by 35.6% during the third quarter. BankPlus Wealth Management LLC now owns 37,597 shares of the company’s stock worth $2,529,000 after acquiring an additional 9,866 shares in the last quarter. Forefront Wealth Partners LLC bought a new position in shares of First Trust Rising Dividend Achievers ETF in the third quarter worth $2,859,000. Total Clarity Wealth Management Inc. boosted its holdings in shares of First Trust Rising Dividend Achievers ETF by 6.0% in the second quarter. Total Clarity Wealth Management Inc. now owns 102,900 shares of the company’s stock worth $6,456,000 after acquiring an additional 5,787 shares during the period. Finally, DHJJ Financial Advisors Ltd. grew its position in shares of First Trust Rising Dividend Achievers ETF by 185.4% in the third quarter. DHJJ Financial Advisors Ltd. now owns 48,353 shares of the company’s stock valued at $3,252,000 after purchasing an additional 31,411 shares in the last quarter.

First Trust Rising Dividend Achievers ETF Stock Performance

Shares of RDVY opened at $72.72 on Thursday. First Trust Rising Dividend Achievers ETF has a 52-week low of $50.27 and a 52-week high of $73.11. The stock’s 50-day simple moving average is $70.28 and its 200 day simple moving average is $67.40. The stock has a market capitalization of $20.39 billion, a price-to-earnings ratio of 15.46 and a beta of 1.10.

First Trust Rising Dividend Achievers ETF Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Friday, December 12th were issued a $0.1996 dividend. The ex-dividend date of this dividend was Friday, December 12th. This is a positive change from First Trust Rising Dividend Achievers ETF’s previous quarterly dividend of $0.15. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.1%.

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.