Guru Ownership Trend
Guru Analysis for First Trust Rising Dividend Achievers ETF (RDVY)
First Trust Rising Dividend Achievers ETF (RDVY), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.33 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $1.28 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who opened a new position. Conversely, Renaissance Technologies reduced exposure by 6.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.01% | Reduce -6.1% | 60,300 | $4.06 M | Q3 2025 | |
| 0.00% | Add 12.2% | 34,162 | $2.3 M | Q3 2025 | |
| 0.00% | New Buy | 12,657 | $851,310 | Q3 2025 | |
| 0.00% | New Buy | 6,517 | $438,333 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for First Trust Rising Dividend Achievers ETF (RDVY)
Major holders include Renaissance Technologies ($4.06 M), Cliff Asness ($2.3 M), Joel Greenblatt ($851,310). According to the latest reported data, 4 tracked investment managers collectively hold approximately 113,636 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.28 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited RDVY. The total reported sell value was $262,314.
Yes, 2 managers opened new positions in RDVY, and 1 increased their existing holdings. The total reported buy value was $1.54 M.