EverSource Wealth Advisors LLC Raises Position in First Trust Rising Dividend Achievers ETF $RDVY

Posted by Amy Steele on May 23rd, 2026

EverSource Wealth Advisors LLC grew its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 470.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 66,187 shares of the company’s stock after purchasing an additional 54,591 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in First Trust Rising Dividend Achievers ETF were worth $4,598,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. Raymond James Financial Inc. lifted its stake in shares of First Trust Rising Dividend Achievers ETF by 1.8% during the 2nd quarter. Raymond James Financial Inc. now owns 11,201,473 shares of the company’s stock worth $702,780,000 after purchasing an additional 198,938 shares during the period. Ameriprise Financial Inc. raised its position in shares of First Trust Rising Dividend Achievers ETF by 10.1% in the 3rd quarter. Ameriprise Financial Inc. now owns 7,790,897 shares of the company’s stock worth $523,914,000 after buying an additional 716,800 shares during the period. Bank of America Corp DE raised its position in shares of First Trust Rising Dividend Achievers ETF by 7.0% in the 3rd quarter. Bank of America Corp DE now owns 6,992,315 shares of the company’s stock worth $470,303,000 after buying an additional 455,258 shares during the period. UBS Group AG raised its position in shares of First Trust Rising Dividend Achievers ETF by 4.4% in the 4th quarter. UBS Group AG now owns 5,994,505 shares of the company’s stock worth $416,438,000 after buying an additional 254,241 shares during the period. Finally, Envestnet Asset Management Inc. raised its position in shares of First Trust Rising Dividend Achievers ETF by 13.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 4,906,017 shares of the company’s stock worth $329,979,000 after buying an additional 577,318 shares during the period.

First Trust Rising Dividend Achievers ETF Trading Up 0.6%

Shares of RDVY opened at $75.24 on Friday. The firm has a market capitalization of $22.10 billion, a P/E ratio of 15.46 and a beta of 1.02. The stock’s fifty day simple moving average is $72.01 and its 200 day simple moving average is $70.94. First Trust Rising Dividend Achievers ETF has a twelve month low of $59.01 and a twelve month high of $75.75.

First Trust Rising Dividend Achievers ETF Cuts Dividend

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

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.