Gotham Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gotham Asset Management’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	$455K	Sell	5,613 -29,267	-84%	-$2.2M	﹤0.01%	1539
2026 Q1	$2.38M	Sell	34,880 -5	-0%	-$356	0.01%	1060
2025 Q4	$2.42M	Buy	34,885 +22,228	+176%	+$1.51M	0.01%	985
2025 Q3	$851K	Buy	+12,657	New	+$821K	﹤0.01%	1256

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

Gotham Asset Management's RDVY Position: Q2 2026 in Review

Gotham Asset Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 84% in Q2 2026, selling an estimated $2.2M and leaving 5,613 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Gotham Asset Management first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.42M in Q4 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Gotham Asset Management held 5,613 shares of First Trust Rising Dividend Achievers ETF worth $455K as of Q2 2026.
Gotham Asset Management sold 29,267 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.2M.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1539 holding.
Gotham Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Gotham Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $2.42M in Q4 2025.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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