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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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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. 430 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.
  • 430 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.