Cliff Asness’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cliff Asness’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.75M	Buy	33,944 +5,558	+20%	+$418K	﹤0.01%	2403
2026 Q1	$1.94M	Sell	28,386 -3,972	-12%	-$283K	﹤0.01%	2369
2025 Q4	$2.25M	Sell	32,358 -1,804	-5%	-$123K	﹤0.01%	2065
2025 Q3	$2.3M	Buy	34,162 +3,706	+12%	+$240K	﹤0.01%	1900
2025 Q2	$1.91M	Sell	30,456 -615	-2%	-$36.2K	﹤0.01%	1802
2025 Q1	$1.82M	Buy	31,071 +12,820	+70%	+$779K	﹤0.01%	1662
2024 Q4	$1.08M	Buy	18,251 +6,376	+54%	+$389K	﹤0.01%	1849
2024 Q3	$703K	Buy	11,875 +7,602	+178%	+$432K	﹤0.01%	2021
2024 Q2	$234K	Sell	4,273 -977	-19%	-$53.4K	﹤0.01%	2366
2024 Q1	$295K	Buy	+5,250	New	+$275K	﹤0.01%	2133

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cliff Asness's RDVY Position: Q2 2026 in Review

Cliff Asness increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 20% in Q2 2026, buying an estimated $418K and bringing the position to 33,944 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Cliff Asness first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 811 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cliff Asness held 33,944 shares of First Trust Rising Dividend Achievers ETF worth $2.75M as of Q2 2026.
Cliff Asness bought 5,558 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $418K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2403 holding.
Cliff Asness first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
811 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.