RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +28.6% ·
aandelenstroom 0.0% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 9 | +2 | 22.79M | $1.53B | +2 | — |
| 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 | — | −1 |
| Q3 2024 | 4 | +1 | 68.91K | $4.08M | +1 | — |
| Q2 2024 | 3 | — | 67.48K | $3.69M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 19.21M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 19.21M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 19.21M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 19.21M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 19.21M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 3.41M | — | $229.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 60.30K | -6.1% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 40.40K | +7.5% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 40.40K | +7.5% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 34.16K | +12.2% | $2.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 12.66K | Nieuw | $851,310 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 7.94K | -62.4% | $533,910 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 6.52K | Nieuw | $438,333 | 0.0% | New | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 582 | +219.8% | $39,112 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 582 | +219.8% | $39,112 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Gotham Asset Management | $851,310 | 0.0% |
| Fisher Asset Management | $438,333 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 750 houders, 213.72M aandelen, $14.16B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.