First Trust Rising Dividend Achievers ETF $RDVY is Horizon Advisory Services Inc.’s 2nd Largest Position

Posted by Alanna Baker on Apr 26th, 2026

Horizon Advisory Services Inc. lessened its stake in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 1.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 551,075 shares of the company’s stock after selling 10,254 shares during the quarter. First Trust Rising Dividend Achievers ETF comprises about 19.4% of Horizon Advisory Services Inc.’s holdings, making the stock its 2nd biggest holding. Horizon Advisory Services Inc. owned 0.20% of First Trust Rising Dividend Achievers ETF worth $38,283,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Confluence Wealth Services Inc. lifted its position in shares of First Trust Rising Dividend Achievers ETF by 1.2% during the 3rd quarter. Confluence Wealth Services Inc. now owns 12,638 shares of the company’s stock worth $850,000 after buying an additional 153 shares during the last quarter. Quad Cities Investment Group LLC raised its position 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 valued at $1,474,000 after purchasing an additional 157 shares during the last quarter. Allworth Financial LP raised its position in First Trust Rising Dividend Achievers ETF by 0.3% in the 3rd quarter. Allworth Financial LP now owns 59,767 shares of the company’s stock valued at $4,020,000 after purchasing an additional 159 shares during the last quarter. Howard Bailey Securities LLC raised its position in First Trust Rising Dividend Achievers ETF by 4.6% in the 3rd quarter. Howard Bailey Securities LLC now owns 3,673 shares of the company’s stock valued at $247,000 after purchasing an additional 160 shares during the last quarter. Finally, Insigneo Advisory Services LLC raised its position in First Trust Rising Dividend Achievers ETF by 0.8% in the 3rd quarter. Insigneo Advisory Services LLC now owns 19,956 shares of the company’s stock valued at $1,342,000 after purchasing an additional 163 shares during the last quarter.

First Trust Rising Dividend Achievers ETF Price Performance

RDVY stock opened at $74.94 on Friday. The company has a fifty day moving average price of $71.03 and a 200 day moving average price of $70.01. First Trust Rising Dividend Achievers ETF has a 12 month low of $55.63 and a 12 month high of $75.26. The company has a market cap of $21.93 billion, a price-to-earnings ratio of 15.46 and a beta of 1.03.

First Trust Rising Dividend Achievers ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, March 26th were given a $0.1813 dividend. The ex-dividend date was Thursday, March 26th. This represents a $0.73 annualized dividend and a yield of 1.0%.

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.