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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gotham Asset Management's RDVY Position: Q1 2026 in Review

Gotham Asset Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.01% in Q1 2026, selling an estimated $356 and leaving 34,880 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #1060.

Gotham Asset Management first reported a position in RDVY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.42M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Gotham Asset Management held 34,880 shares of First Trust Rising Dividend Achievers ETF worth $2.38M as of Q1 2026.
Gotham Asset Management sold 5 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $356.
First Trust Rising Dividend Achievers ETF made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1060 holding.
Gotham Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
Gotham Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $2.42M in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.