Jeff Yass’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.46M Sell
18,059
-5,991
-25% -$451K ﹤0.01% 7226
2026
Q1
$1.64M Buy
24,050
+9,050
+60% +$644K ﹤0.01% 6630
2025
Q4
$1.04M Sell
15,000
-16,173
-52% -$1.1M ﹤0.01% 7096
2025
Q3
$2.1M Sell
31,173
-9,169
-23% -$595K ﹤0.01% 5687
2025
Q2
$2.53M Sell
40,342
-72,482
-64% -$4.26M ﹤0.01% 5304
2025
Q1
$6.6M Buy
112,824
+35,121
+45% +$2.13M ﹤0.01% 3150
2024
Q4
$4.6M Buy
+77,703
New +$4.74M ﹤0.01% 3730
2024
Q3
Sell
-45,101
Closed -$2.47M 12851
2024
Q2
$2.47M Buy
+45,101
New +$2.47M ﹤0.01% 4676
2023
Q4
Sell
-59,715
Closed -$2.74M 13143
2023
Q3
$2.74M Buy
59,715
+9,877
+20% +$472K ﹤0.01% 4543
2023
Q2
$2.35M Sell
49,838
-70,126
-58% -$3.17M ﹤0.01% 4832
2023
Q1
$5.38M Buy
119,964
+78,766
+191% +$3.62M ﹤0.01% 3358
2022
Q4
$1.81M Sell
41,198
-67,082
-62% -$2.93M ﹤0.01% 4900
2022
Q3
$4.21M Sell
108,280
-60,793
-36% -$2.61M ﹤0.01% 3430
2022
Q2
$6.92M Buy
169,073
+52,977
+46% +$2.4M ﹤0.01% 2707
2022
Q1
$5.69M Buy
116,096
+74,196
+177% +$3.7M ﹤0.01% 3422
2021
Q4
$2.17M Buy
41,900
+30,498
+267% +$1.54M ﹤0.01% 5317
2021
Q3
$541K Sell
11,402
-37,612
-77% -$1.82M ﹤0.01% 9175
2021
Q2
$2.35M Buy
49,014
+33,177
+209% +$1.59M ﹤0.01% 5556
2021
Q1
$720K Sell
15,837
-2,820
-15% -$120K ﹤0.01% 8585
2020
Q4
$745K Buy
18,657
+5,939
+47% +$216K ﹤0.01% 7379
2020
Q3
$416K Sell
12,718
-52,209
-80% -$1.69M ﹤0.01% 8059
2020
Q2
$2M Buy
+64,927
New +$1.89M ﹤0.01% 4496
2020
Q1
Sell
-30,436
Closed -$1.09M 10765
2019
Q4
$1.09M Buy
+30,436
New +$1.03M ﹤0.01% 5360
2019
Q3
Sell
-19,800
Closed -$615K 10708
2019
Q2
$615K Sell
19,800
-12,876
-39% -$393K ﹤0.01% 6829
2019
Q1
$976K Buy
+32,676
New +$957K ﹤0.01% 5093
2017
Q2
Sell
-27,833
Closed -$739K 9704
2017
Q1
$739K Sell
27,833
-16,336
-37% -$424K ﹤0.01% 5755
2016
Q4
$1.09M Buy
+44,169
New +$1.04M ﹤0.01% 5334
2016
Q3
Sell
-83,741
Closed -$1.68M 8914
2016
Q2
$1.68M Buy
83,741
+66,472
+385% +$1.37M ﹤0.01% 3883
2016
Q1
$360K Buy
17,269
+6,265
+57% +$123K ﹤0.01% 6959
2015
Q4
$228K Sell
11,004
-21,493
-66% -$459K ﹤0.01% 8209
2015
Q3
$660K Buy
32,497
+4,950
+18% +$107K ﹤0.01% 6579
2015
Q2
$605K Sell
27,547
-4,598
-14% -$104K ﹤0.01% 7249
2015
Q1
$718K Buy
+32,145
New +$707K ﹤0.01% 6407
2014
Q4
Sell
-18,935
Closed -$398K 10005
2014
Q3
$398K Sell
18,935
-2,437
-11% -$51.8K ﹤0.01% 7601
2014
Q2
$452K Buy
+21,372
New +$441K ﹤0.01% 7669

Other funds holding RDVY

Jeff Yass's RDVY Position: Q2 2026 in Review

Jeff Yass reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 25% in Q2 2026, selling an estimated $451K and leaving 18,059 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #7226.

Jeff Yass first reported a position in RDVY in Q2 2014 and has held it in 35 quarters since. The position peaked at $6.92M in Q2 2022. 811 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Jeff Yass held 18,059 shares of First Trust Rising Dividend Achievers ETF worth $1.46M as of Q2 2026.
  • Jeff Yass sold 5,991 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $451K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7226 holding.
  • Jeff Yass first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2014 and has held it in 35 quarters since.
  • Jeff Yass's First Trust Rising Dividend Achievers ETF position peaked at $6.92M in Q2 2022.
  • 811 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.