GAMMA Investing LLC RDVY — FIRST TR EXCHANGETRADED FD VI RISNG DIVD ACHIV

Ownership history in GAMMA Investing LLC  ·  11 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported FIRST TR EXCHANGETRADED FD VI RISNG DIVD ACHIV (RDVY) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows RDVY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in FIRST TR EXCHANGETRADED FD VI RISNG DIVD ACHIV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RDVY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RDVY stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held RDVY — position size vs. price
% of Fund (quarterly)    RDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,474 — 0% 0.02% $444K 2026-07-07 $79.76
2026 Q1 REDUCED — — — 5,474 -5 -0.1% 0.02% $374K 2026-04-06 $69.38
2025 Q4 UNCHANGED — — — 5,479 — 0% 0.02% $381K 2026-01-05 $71.23
2025 Q3 UNCHANGED — — — 5,479 — 0% 0.02% $369K 2025-10-02 $67.10
2025 Q2 REDUCED 98.3% +7.5% ❌ 5,479 -315,262 -98.3% 0.02% $344K 2025-07-14 $62.79
2025 Q1 ADDED — — — 320,741 +315,262 +5754.0% 0.03% $5.5M 2025-04-07 $51.63
2024 Q4 ADDED — — — 5,479 +1,558 +39.7% 0.03% $324K 2025-01-03 $58.68
2024 Q3 UNCHANGED — — — 3,921 — 0% 0.02% $232K 2024-10-07 $57.81
2024 Q2 ADDED — — — 3,921 +1,870 +91.2% 0.03% $215K 2024-07-02 $53.61
2024 Q1 UNCHANGED — — — 2,051 — 0% 0.02% $115K 2024-04-05 $53.76
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RDVY

As of 2026 Q2 — sorted by position size

Key Client Fiduciary Advisors, LLC 3Y 6.67% Next Level Private LLC 3Y 6.01% Hobart Private Capital, LLC 3Y 5.96% Crumly & Associates Inc. 3Y 5.01% Wisconsin Wealth Advisors, LLC 3.66% WILLNER & HELLER, LLC 3Y 3.43% RVW Wealth, LLC 3Y 7Y 3.13% StoneCrest Wealth Management, Inc. 3.06% Ballew Advisors, Inc 3Y 7Y 2.6% First Heartland Consultants, Inc. 3Y 7Y 2.56%

FAQ About GAMMA Investing LLC and RDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GAMMA Investing LLC reported owning RDVY?

GAMMA Investing LLC reported RDVY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported RDVY position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for RDVY was 0.03% in 2024 Q2.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2026 Q2, when GAMMA Investing LLC reported 5,474 shares, equal to 0.02% of portfolio, with an estimated market value of $444K.

What does the chart on this RDVY ownership page compare?

The chart compares GAMMA Investing LLC's quarterly RDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GAMMA Investing LLC time their RDVY position?

Based on 13F filing dates vs. subsequent RDVY price moves, GAMMA Investing LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on RDVY relative to SPY over the holding period was +233.2%.

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