First Citizens Bank & Trust’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

First Citizens Bank & Trust’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	$1.08M	Hold	13,271	–	–	0.02%	313
2026 Q1	$906K	Hold	13,271	–	–	0.02%	313
2025 Q4	$922K	Sell	13,271 -396	-3%	-$26.9K	0.02%	306
2025 Q3	$919K	Buy	13,667 +3,565	+35%	+$231K	0.02%	301
2025 Q2	$634K	Buy	+10,102	New	+$594K	0.01%	381
2025 Q1	–	Sell	-3,462	Closed	-$205K	–	533
2024 Q4	$205K	Buy	+3,462	New	+$211K	﹤0.01%	460
2024 Q3	–	Sell	-3,720	Closed	-$204K	–	474
2024 Q2	$204K	Sell	3,720 -1,380	-27%	-$75.4K	﹤0.01%	428
2024 Q1	$286K	Hold	5,100	–	–	0.01%	380
2023 Q4	$264K	Buy	+5,100	New	+$241K	﹤0.01%	312

Other funds holding RDVY

PFS

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Citizens Bank & Trust's RDVY Position: Q2 2026 in Review

First Citizens Bank & Trust held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 13,271 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #313.

First Citizens Bank & Trust first reported a position in RDVY in Q4 2023 and has held it in 9 quarters since. 153 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

First Citizens Bank & Trust held 13,271 shares of First Trust Rising Dividend Achievers ETF worth $1.08M as of Q2 2026.
First Citizens Bank & Trust left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #313 holding.
First Citizens Bank & Trust first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 9 quarters since.
153 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.