Citizens Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Citizens Financial 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
2026 Q2	$818K	Sell	10,094 -468	-4%	-$35.2K	0.01%	500
2026 Q1	$721K	Sell	10,562 -322	-3%	-$22.9K	0.01%	457
2025 Q4	$756K	Buy	10,884 +3,402	+45%	+$231K	0.01%	457
2025 Q3	$503K	Buy	7,482 +1	+0%	+$65	0.01%	530
2025 Q2	$469K	Sell	7,481 -2,273	-23%	-$134K	0.01%	487
2025 Q1	$571K	Buy	9,754 +3,088	+46%	+$188K	0.01%	395
2024 Q4	$394K	Buy	6,666 +321	+5%	+$19.6K	0.01%	431
2024 Q3	$376K	Buy	6,345 +33	+0.5%	+$1.88K	0.01%	426
2024 Q2	$347K	Buy	6,312 +2,270	+56%	+$124K	0.01%	427
2024 Q1	$227K	Buy	4,042 +16	+0.4%	+$839	0.01%	378
2023 Q4	$208K	Buy	+4,026	New	+$190K	0.01%	387

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

Citizens Financial Group's RDVY Position: Q2 2026 in Review

Citizens Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.4% in Q2 2026, selling an estimated $35.2K and leaving 10,094 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #500.

Citizens Financial Group first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Citizens Financial Group held 10,094 shares of First Trust Rising Dividend Achievers ETF worth $818K as of Q2 2026.
Citizens Financial Group sold 468 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $35.2K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #500 holding.
Citizens Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.