RFG Bristol Wealth Advisors LLC Raises Stock Holdings in First Trust Rising Dividend Achievers ETF $RDVY

Posted by Stephan Jacobs on Jul 16th, 2026

RFG Bristol Wealth Advisors LLC boosted its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 40.8% in the first quarter, HoldingsChannel.com reports. The fund owned 78,991 shares of the company’s stock after acquiring an additional 22,870 shares during the quarter. First Trust Rising Dividend Achievers ETF comprises about 1.5% of RFG Bristol Wealth Advisors LLC’s portfolio, making the stock its 17th largest holding. RFG Bristol Wealth Advisors LLC’s holdings in First Trust Rising Dividend Achievers ETF were worth $5,394,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. LPL Financial LLC increased its holdings in shares of First Trust Rising Dividend Achievers ETF by 10.5% in the fourth quarter. LPL Financial LLC now owns 30,504,116 shares of the company’s stock valued at $2,119,121,000 after purchasing an additional 2,907,770 shares during the period. Wells Fargo & Company MN raised its stake in shares of First Trust Rising Dividend Achievers ETF by 10.6% in the fourth quarter. Wells Fargo & Company MN now owns 11,276,215 shares of the company’s stock worth $783,359,000 after purchasing an additional 1,076,558 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of First Trust Rising Dividend Achievers ETF by 15.7% during the second quarter. Ameriprise Financial Inc. now owns 7,074,097 shares of the company’s stock worth $442,526,000 after purchasing an additional 957,587 shares during the period. Morgan Stanley lifted its holdings in shares of First Trust Rising Dividend Achievers ETF by 4.9% during the fourth quarter. Morgan Stanley now owns 20,152,942 shares of the company’s stock worth $1,400,025,000 after purchasing an additional 940,590 shares during the period. Finally, Arax Advisory Partners acquired a new stake in shares of First Trust Rising Dividend Achievers ETF during the fourth quarter worth about $47,643,000.

First Trust Rising Dividend Achievers ETF Stock Down 0.0%

Shares of NASDAQ RDVY opened at $80.15 on Thursday. The business’s 50 day moving average price is $77.32 and its 200 day moving average price is $73.62. The firm has a market cap of $24.35 billion, a P/E ratio of 15.46 and a beta of 1.00. First Trust Rising Dividend Achievers ETF has a 52 week low of $61.84 and a 52 week high of $81.36.

First Trust Rising Dividend Achievers ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Thursday, June 25th were paid a dividend of $0.1474 per share. This represents a $0.59 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, June 25th.

About First Trust Rising Dividend Achievers ETF

(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.