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

Ken Griffin’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
2024 Q4	–	Sell	-100	Closed	-$5.92K	–	15234
2024 Q3	$5.92K	Buy	+100	New	+$5.69K	﹤0.01%	13455
2023 Q4	–	Sell	-1,100	Closed	-$50.5K	–	15076
2023 Q3	$50.5K	Buy	+1,100	New	+$52.6K	﹤0.01%	11747
2023 Q1	–	Sell	-60,100	Closed	-$2.64M	–	15377
2022 Q4	$2.64M	Buy	+60,100	New	+$2.63M	﹤0.01%	4969

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

Ken Griffin's RDVY Position: Q1 2026 in Review

Ken Griffin reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.1% in Q1 2026, selling an estimated $23.6K and leaving 4,300 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #10516.

Ken Griffin first reported a position in RDVY in Q3 2015 and has held it in 23 quarters since. The position peaked at $6.95M in Q3 2022. 763 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Ken Griffin held 4,300 shares of First Trust Rising Dividend Achievers ETF worth $294K as of Q1 2026.
Ken Griffin sold 331 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $23.6K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #10516 holding.
Ken Griffin first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2015 and has held it in 23 quarters since.
Ken Griffin's First Trust Rising Dividend Achievers ETF position peaked at $6.95M in Q3 2022.
763 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.