Cullen/Frost Bankers’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cullen/Frost Bankers’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	$275K	Buy	3,388 +2,503	+283%	+$188K	﹤0.01%	532
2026 Q1	$60.4K	Buy	885 +233	+36%	+$16.6K	﹤0.01%	759
2025 Q4	$45.3K	Buy	652 +238	+57%	+$16.2K	﹤0.01%	819
2025 Q3	$27.8K	Buy	+414	New	+$26.9K	﹤0.01%	873
2025 Q1	–	Sell	-420	Closed	-$24.8K	–	1449
2024 Q4	$24.8K	Buy	+420	New	+$25.6K	﹤0.01%	773

Other funds holding RDVY

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Cullen/Frost Bankers's RDVY Position: Q2 2026 in Review

Cullen/Frost Bankers increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 283% in Q2 2026, buying an estimated $188K and bringing the position to 3,388 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Cullen/Frost Bankers first reported a position in RDVY in Q4 2024 and has held it in 5 quarters since. 431 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cullen/Frost Bankers held 3,388 shares of First Trust Rising Dividend Achievers ETF worth $275K as of Q2 2026.
Cullen/Frost Bankers bought 2,503 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $188K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #532 holding.
Cullen/Frost Bankers first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 5 quarters since.
431 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.