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RDVY Institutional Ownership & 13F Holders | SmartMoneyDB

RDVYFIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV · CUSIP 33738R506

Smart Money Ownership

Of the 6 tracked institutions holding RDVY, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.1pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$455.0K

+2.8pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

RDVY (FIRST TR EXCHANGE TRADED FD) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, RDVY (FIRST TR EXCHANGE TRADED FD) is held with a combined value of $8.94M across 110,264 shares. The largest holder is FMR LLC with a position worth $4.98M. 3 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$8.94M

Total Shares Held

110,264

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

AQR CAPITAL MANAGEMENT LLC+20% shares~$450.9K FMR LLC+8% shares~$360.3K BlackRock, Inc.+1% shares~$2.3K

Biggest Sellers

Gotham Asset Management, LLC−84% shares~$2.4M

13F Institutional Holders

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FMR LLC

0.00% of book+7.8%

$4.98M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+19.6%

$2.75M

Gotham Asset Management, LLC

Fisher Asset Management, LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$4.98M	61,431	0.00%	+7.8%
2	AQR CAPITAL MANAGEMENT LLC	$2.75M	33,944	0.00%	+19.6%
3	Gotham Asset Management, LLC	$454.99K	5,613	0.00%	-83.9%
4	BlackRock, Inc.	$284.30K	3,507	0.00%	+0.8%
5	Fisher Asset Management, LLC	$264.98K	3,268	0.00%	-3.9%
6	CITADEL ADVISORS LLC	$202.73K	2,501	0.00%	-41.8%

Frequently Asked Questions

Which institutional investors own the most RDVY stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of RDVY with a position worth $4.98M, representing 0.00% of their portfolio. In total, 6 institutional investors hold RDVY with a combined value of $8.94M.

What percentage of RDVY is owned by institutional investors?

Institutional investors hold $8.94M worth of RDVY stock across 6 positions. The largest institutional holder is FMR LLC with $4.98M in holdings.

What is a 13F filing and why does it matter for RDVY?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For RDVY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track RDVY institutional moves

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