IMG Wealth Management Inc. acquired a new position in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 53,497 shares of the company's stock, valued at approximately $3,164,000. First Trust NASDAQ Rising Dividend Achievers makes up approximately 2.9% of IMG Wealth Management Inc.'s investment portfolio, making the stock its 12th largest holding.
Other large investors also recently modified their holdings of the company. SRS Capital Advisors Inc. lifted its holdings in First Trust NASDAQ Rising Dividend Achievers by 24.7% in the 3rd quarter. SRS Capital Advisors Inc. now owns 310,484 shares of the company's stock worth $18,384,000 after purchasing an additional 61,430 shares in the last quarter. Claro Advisors LLC raised its position in shares of First Trust NASDAQ Rising Dividend Achievers by 29.3% during the third quarter. Claro Advisors LLC now owns 62,771 shares of the company's stock valued at $3,717,000 after buying an additional 14,235 shares during the last quarter. MAI Capital Management lifted its holdings in shares of First Trust NASDAQ Rising Dividend Achievers by 22.0% in the third quarter. MAI Capital Management now owns 14,715 shares of the company's stock worth $871,000 after buying an additional 2,657 shares in the last quarter. MidAtlantic Capital Management Inc. bought a new position in shares of First Trust NASDAQ Rising Dividend Achievers during the third quarter worth $115,000. Finally, Spectrum Wealth Advisory Group LLC purchased a new position in First Trust NASDAQ Rising Dividend Achievers during the third quarter valued at $12,392,000.
First Trust NASDAQ Rising Dividend Achievers Stock Down 0.5 %
NASDAQ RDVY traded down $0.29 on Thursday, reaching $59.04. The company had a trading volume of 584,668 shares, compared to its average volume of 768,364. The firm's 50 day moving average price is $61.21 and its 200 day moving average price is $60.56. First Trust NASDAQ Rising Dividend Achievers has a 12 month low of $52.78 and a 12 month high of $64.63. The stock has a market capitalization of $12.88 billion, a PE ratio of 14.78 and a beta of 1.15.
About First Trust NASDAQ Rising Dividend Achievers
(
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.
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