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

NBT Bank’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 Q1	$840K	Buy	12,309 +12,170	+8,755%	+$866K	0.06%	224
2025 Q4	$860K	Buy	139 +5	+4%	+$340	0.06%	219
2025 Q3	$841K	Sell	134 -12,255	-99%	-$795K	0.05%	224
2025 Q2	$777K	Sell	12,389 -520	-4%	-$30.6K	0.05%	227
2025 Q1	$756K	Sell	12,909 -447	-3%	-$27.2K	0.05%	229
2024 Q4	$790K	Sell	13,356 -622	-4%	-$38K	0.06%	232
2024 Q3	$828K	Sell	13,978 -1,271	-8%	-$72.3K	0.06%	233
2024 Q2	$835K	Sell	15,249 -300	-2%	-$16.4K	0.06%	228
2024 Q1	$873K	Sell	15,549 -1,176	-7%	-$61.7K	0.06%	210
2023 Q4	$864K	Buy	+16,725	New	+$791K	0.07%	212

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NBT Bank's RDVY Position: Q1 2026 in Review

NBT Bank increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8,755% in Q1 2026, buying an estimated $866K and bringing the position to 12,309 shares worth $840K. The position accounts for 0.06% of the portfolio, ranked #224.

NBT Bank first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $873K in Q1 2024. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

NBT Bank held 12,309 shares of First Trust Rising Dividend Achievers ETF worth $840K as of Q1 2026.
NBT Bank bought 12,170 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $866K.
First Trust Rising Dividend Achievers ETF made up 0.06% of NBT Bank's portfolio in Q1 2026, its #224 holding.
NBT Bank first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's First Trust Rising Dividend Achievers ETF position peaked at $873K in Q1 2024.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.