FIRST TRUST RISING DIVIDEND (RDVY) Institutional Ownership Changes & 13F Activity

FIRST TRUST RISING DIVIDEND (RDVY) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy24,50072,200$4,929,816
Q4 2025Renaissance Technologies LLCSell-12,60047,700$3,313,719
Q3 2025Renaissance Technologies LLCSell-3,90060,300$4,055,778
Q2 2025Renaissance Technologies LLCBuy50,00064,200$4,027,908
Q4 2024Renaissance Technologies LLCSell-1,00014,200$839,788
Q3 2024Renaissance Technologies LLCBuy2,20015,200$899,992
Q2 2024Renaissance Technologies LLCSell-26,20013,000$711,750
Q1 2024Renaissance Technologies LLCBuy12,60039,200$2,202
Q4 2023Renaissance Technologies LLCBuy10,70026,600$1,374
Q4 2022Renaissance Technologies LLCBuy6,50015,900$698
Q3 2022Renaissance Technologies LLCSell-11,2009,400$365
Q2 2022Renaissance Technologies LLCBuy6,30020,600$843
Q1 2022Renaissance Technologies LLCSell-15,20014,300$701
Q4 2021Renaissance Technologies LLCSell-8,00029,500$1,528
Q3 2021Renaissance Technologies LLCBuy8,40037,500$1,780
Q2 2021Renaissance Technologies LLCSell-9,50029,100$1,398
Q1 2021Renaissance Technologies LLCBuy25,20038,600$1,756
Q4 2020Renaissance Technologies LLCBuy13,40013,400$535

Frequently asked questions about RDVY activity

  • Which institutional owners are buying RDVY?

    Institutional owners buying RDVY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RDVY activity?

    "Buy" means an investor increased their reported position in RDVY compared to the prior reporting period. This reflects growing exposure to FIRST TRUST RISING DIVIDEND (RDVY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RDVY increasing?

    Institutional interest in RDVY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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