Ken Fisher’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ken Fisher’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	$232K	Sell	3,402 -1,118	-25%	-$79.6K	﹤0.01%	950
2025 Q4	$314K	Sell	4,520 -1,997	-31%	-$136K	﹤0.01%	882
2025 Q3	$438K	Buy	+6,517	New	+$423K	﹤0.01%	800
2025 Q2	–	Sell	-6,135	Closed	-$359K	–	1060
2025 Q1	$359K	Buy	+6,135	New	+$373K	﹤0.01%	861
2024 Q4	–	Sell	-4,183	Closed	-$248K	–	1005
2024 Q3	$248K	Buy	+4,183	New	+$238K	﹤0.01%	865
2024 Q1	–	Sell	-5,310	Closed	-$274K	–	1042
2023 Q4	$274K	Buy	+5,310	New	+$251K	﹤0.01%	882

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 $79.5B AUM 27.1% 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

Ken Fisher's RDVY Position: Q1 2026 in Review

Ken Fisher reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 25% in Q1 2026, selling an estimated $79.6K and leaving 3,402 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Ken Fisher first reported a position in RDVY in Q4 2023 and has held it in 6 quarters since. The position peaked at $438K in Q3 2025. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Ken Fisher held 3,402 shares of First Trust Rising Dividend Achievers ETF worth $232K as of Q1 2026.
Ken Fisher sold 1,118 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $79.6K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #950 holding.
Ken Fisher first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 6 quarters since.
Ken Fisher's First Trust Rising Dividend Achievers ETF position peaked at $438K in Q3 2025.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.