CIBC Private Wealth Group
RDVY icon

CIBC Private Wealth Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

CIBC Private Wealth Group’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 		$322K Hold
4,628
– – ﹤0.01% 1009
2025
Q3 		$311K Buy
4,628
+287
+7% +$18.6K ﹤0.01% 1006
2025
Q2 		$272K Sell
4,341
-159
-4% -$9.35K ﹤0.01% 1009
2025
Q1 		$232K Sell
4,500
-122
-3% -$7.42K ﹤0.01% 1029
2024
Q4 		$277K Sell
4,622
-704
-13% -$43K ﹤0.01% 1042
2024
Q3 		$315K Hold
5,326
– – ﹤0.01% 1010
2024
Q2 		$290K Buy
5,326
+26
+0.5% +$1.42K ﹤0.01% 962
2024
Q1 		$296K Sell
5,300
-128
-2% -$6.71K ﹤0.01% 977
2023
Q4 		$280K Buy
5,428
+113
+2% +$5.34K ﹤0.01% 958
2023
Q3 		$244K Buy
+5,315
New +$254K ﹤0.01% 938

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's RDVY Position: Q4 2025 in Review

CIBC Private Wealth Group held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q4 2025 at 4,628 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

CIBC Private Wealth Group first reported a position in RDVY in Q3 2023 and has held it in 10 quarters since. 753 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • CIBC Private Wealth Group held 4,628 shares of First Trust Rising Dividend Achievers ETF worth $322K as of Q4 2025.
  • CIBC Private Wealth Group left its First Trust Rising Dividend Achievers ETF share count unchanged in Q4 2025.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1009 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 10 quarters since.
  • 753 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.