Security record · archived quarter
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
4Tracked holders
+1Δ holders
102.71KShares held
$6.01MReported value
+2New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 843.06K | $66.70M | n/a | n/a |
| Q2 2026 | 60 | -4 | 151.86M | $12.30B | +3 | −7 |
| Q1 2026 | 65 | +3 | 147.53M | $10.07B | +4 | −1 |
| Q4 2025 | 61 | +1 | 141.59M | $9.84B | +1 | n/a |
| Q3 2025 | 9 | +2 | 22.79M | $1.53B | +2 | n/a |
| Q2 2025 | 5 | -1 | 153.54K | $9.63M | +1 | −2 |
| Q1 2025 | 4 | +1 | 102.71K | $6.01M | +2 | −1 |
| Q4 2024 | 3 | -1 | 84.85K | $5.02M | n/a | −1 |
| Q3 2024 | 4 | +1 | 68.91K | $4.08M | +1 | n/a |
| Q2 2024 | 3 | n/a | 67.48K | $3.69M | n/a | n/a |
Who holds it · Q1 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 60.04K | +14.6% | $3.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 31.07K | +70.2% | $1.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Fisher Asset Management ✦ | 6.13K | New | $359,142 | 0.0% | New | 1 | SEC ↗ |
| 4 | Millennium Management ✦ | 5.46K | New | $319,687 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $359,142 | 0.0% |
| Millennium Management | $319,687 | 0.0% |
Exited
| Renaissance Technologies | $839,788 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 750 holders, 213.72M shares, $14.16B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2025 ·
Methodology ·
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