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Joel Greenblatt’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Joel Greenblatt’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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Joel Greenblatt's RDVY Position: Q2 2026 in Review

Joel Greenblatt 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.

Joel Greenblatt 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. 811 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Joel Greenblatt held 5,613 shares of First Trust Rising Dividend Achievers ETF worth $455K as of Q2 2026.
  • Joel Greenblatt 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 Joel Greenblatt's portfolio in Q2 2026, its #1539 holding.
  • Joel Greenblatt first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
  • Joel Greenblatt's First Trust Rising Dividend Achievers ETF position peaked at $2.42M in Q4 2025.
  • 811 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.