Ken Fisher's RDVY Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,402 shares of First Trust Rising Dividend Achievers ETF (RDVY) worth $232,288, representing 0.00% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in RDVY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 6,517 shares. Largest reduction occurred in Q2 2025, reducing 6,135 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1,118 | Reduce 24.73% | 3,402 | $68.28 |
| Q4 2025 | -1,997 | Reduce 30.64% | 4,520 | $69.48 |
| Q3 2025 | +6,517 | New Buy | 6,517 | $67.26 |
| Q2 2025 | -6,135 | Sold Out | 0 | $0.00 |
| Q1 2025 | +6,135 | New Buy | 6,135 | $58.54 |
| Q4 2024 | -4,183 | Sold Out | 0 | $0.00 |
| Q3 2024 | +4,183 | New Buy | 4,183 | $59.21 |
| Q1 2024 | -5,310 | Sold Out | 0 | $0.00 |
| Q4 2023 | +5,310 | New Buy | 5,310 | $51.67 |
Ken Fisher's First Trust Rising Dividend Achievers ETF Investment FAQs
Ken Fisher first purchased First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2023, acquiring 5,310 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held First Trust Rising Dividend Achievers ETF (RDVY) for 9 quarters since Q4 2023.
Ken Fisher's largest addition to First Trust Rising Dividend Achievers ETF (RDVY) was in Q3 2025, adding 6,517 shares worth $438,333.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,402 shares of First Trust Rising Dividend Achievers ETF (RDVY), valued at approximately $232,288.
As of the Q1 2026 filing, First Trust Rising Dividend Achievers ETF (RDVY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in First Trust Rising Dividend Achievers ETF (RDVY) was 6,517 shares, as reported at the end of Q3 2025.