American National Bank & Trust’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

American National Bank & Trust’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-82	Closed	-$5.51K	–	753
2025 Q3	$5.51K	Hold	82	–	–	﹤0.01%	564
2025 Q2	$5.14K	Hold	82	–	–	﹤0.01%	572
2025 Q1	$4.8K	Buy	+82	New	+$4.98K	﹤0.01%	517
2024 Q2	–	Sell	-234	Closed	-$12.9K	–	569
2024 Q1	$12.9K	Buy	+234	New	+$12.3K	﹤0.01%	404

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American National Bank & Trust's RDVY Position: Q4 2025 in Review

American National Bank & Trust sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 82 shares — an estimated $5.51K sold.

American National Bank & Trust first reported a position in RDVY in Q1 2024 and held it in 4 quarters. The position peaked at $12.9K in Q1 2024. 753 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

American National Bank & Trust reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
American National Bank & Trust sold 82 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $5.51K.
American National Bank & Trust first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and held it in 4 quarters.
American National Bank & Trust's First Trust Rising Dividend Achievers ETF position peaked at $12.9K in Q1 2024.
753 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on American National Bank & Trust's 13F filing for Q4 2025, filed 20 Jan 2026.