Joel Greenblatt's RDVY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 34,885 shares of First Trust Rising Dividend Achievers ETF (RDVY) worth $2.42 M, representing 0.01% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in RDVY, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 22,228 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's First Trust Rising Dividend Achievers ETF (RDVY) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust Rising Dividend Achievers ETF (RDVY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +22,228 | Add 175.62% | 34,885 | $69.47 |
| Q3 2025 | +12,657 | New Buy | 12,657 | $67.26 |
Joel Greenblatt's First Trust Rising Dividend Achievers ETF Investment FAQs
Joel Greenblatt first purchased First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, acquiring 12,657 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held First Trust Rising Dividend Achievers ETF (RDVY) for 2 quarters since Q3 2025.
Joel Greenblatt's largest addition to First Trust Rising Dividend Achievers ETF (RDVY) was in Q4 2025, adding 34,885 shares worth $2.42 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 34,885 shares of First Trust Rising Dividend Achievers ETF (RDVY), valued at approximately $2.42 M.
As of the Q4 2025 filing, First Trust Rising Dividend Achievers ETF (RDVY) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in First Trust Rising Dividend Achievers ETF (RDVY) was 34,885 shares, as reported at the end of Q4 2025.