Baer Investment Advisory LLC Takes $1.21 Million Position in First Trust Rising Dividend Achievers ETF $RDVY

Posted by ABMN Staff on Jul 4th, 2026

Baer Investment Advisory LLC purchased a new stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,720 shares of the company’s stock, valued at approximately $1,210,000.

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

First Trust Rising Dividend Achievers ETF Stock Performance

Shares of NASDAQ RDVY opened at $80.14 on Friday. First Trust Rising Dividend Achievers ETF has a one year low of $61.84 and a one year high of $81.36. The business has a 50-day moving average price of $76.49 and a two-hundred day moving average price of $73.05. The firm has a market capitalization of $24.13 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 disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Thursday, June 25th were paid a $0.1474 dividend. This represents a $0.59 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, June 25th.

First Trust Rising Dividend Achievers ETF 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.