Citadel Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Citadel Advisors’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
2024 Q4	–	Sell	-100	Closed	-$5.92K	–	15234
2024 Q3	$5.92K	Buy	+100	New	+$5.69K	﹤0.01%	13455
2023 Q4	–	Sell	-1,100	Closed	-$50.5K	–	15076
2023 Q3	$50.5K	Buy	+1,100	New	+$52.6K	﹤0.01%	11747
2023 Q1	–	Sell	-60,100	Closed	-$2.64M	–	15377
2022 Q4	$2.64M	Buy	+60,100	New	+$2.63M	﹤0.01%	4969

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors's RDVY Position: Q2 2026 in Review

Citadel Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 42% in Q2 2026, selling an estimated $135K and leaving 2,501 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #12042.

Citadel Advisors first reported a position in RDVY in Q3 2015 and has held it in 24 quarters since. The position peaked at $6.95M in Q3 2022. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Citadel Advisors held 2,501 shares of First Trust Rising Dividend Achievers ETF worth $203K as of Q2 2026.
Citadel Advisors sold 1,799 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $135K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12042 holding.
Citadel Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2015 and has held it in 24 quarters since.
Citadel Advisors's First Trust Rising Dividend Achievers ETF position peaked at $6.95M in Q3 2022.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.