D.E. Shaw & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

D.E. Shaw & Co’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	–	Sell	-3,960	Closed	-$270K	–	5150
2026 Q1	$270K	Buy	+3,960	New	+$282K	﹤0.01%	4111
2024 Q1	–	Sell	-6,253	Closed	-$323K	–	4660
2023 Q4	$323K	Buy	+6,253	New	+$296K	﹤0.01%	3713

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

D.E. Shaw & Co's RDVY Position: Q2 2026 in Review

D.E. Shaw & Co sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 3,960 shares — an estimated $270K sold.

D.E. Shaw & Co first reported a position in RDVY in Q4 2023 and held it in 2 quarters. The position peaked at $323K in Q4 2023. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

D.E. Shaw & Co reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
D.E. Shaw & Co sold 3,960 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $270K.
D.E. Shaw & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and held it in 2 quarters.
D.E. Shaw & Co's First Trust Rising Dividend Achievers ETF position peaked at $323K in Q4 2023.
808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.