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 Q2	$222K	Sell	2,741 -9,568	-78%	-$720K	0.01%	355
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 $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

NBT Bank's RDVY Position: Q2 2026 in Review

NBT Bank reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 78% in Q2 2026, selling an estimated $720K and leaving 2,741 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #355.

NBT Bank first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $873K in Q1 2024. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

NBT Bank held 2,741 shares of First Trust Rising Dividend Achievers ETF worth $222K as of Q2 2026.
NBT Bank sold 9,568 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $720K.
First Trust Rising Dividend Achievers ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #355 holding.
NBT Bank first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's First Trust Rising Dividend Achievers ETF position peaked at $873K in Q1 2024.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.