Truist Financial
RDVY icon

Truist Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Truist Financial’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 		$146M Buy
1,796,860
+32,960
+2% +$2.48M 0.17% 118
2026
Q1 		$120M Buy
1,763,900
+137,723
+8% +$9.8M 0.16% 126
2025
Q4 		$113M Buy
1,626,177
+33,282
+2% +$2.26M 0.15% 131
2025
Q3 		$107M Buy
1,592,895
+188,969
+13% +$12.3M 0.14% 142
2025
Q2 		$88.1M Buy
1,403,926
+430,935
+44% +$25.3M 0.13% 154
2025
Q1 		$57M Buy
972,991
+130,447
+15% +$7.93M 0.09% 198
2024
Q4 		$49.8M Buy
842,544
+64,267
+8% +$3.92M 0.08% 224
2024
Q3 		$46.1M Buy
778,277
+25,811
+3% +$1.47M 0.07% 239
2024
Q2 		$41.2M Buy
752,466
+85,018
+13% +$4.65M 0.06% 265
2024
Q1 		$37.5M Sell
667,448
-3,751
-0.6% -$197K 0.06% 288
2023
Q4 		$34.7M Buy
671,199
+70,168
+12% +$3.32M 0.06% 288
2023
Q3 		$27.6M Buy
601,031
+34,159
+6% +$1.63M 0.05% 332
2023
Q2 		$26.7M Buy
566,872
+41,512
+8% +$1.88M 0.04% 332
2023
Q1 		$23.6M Buy
525,360
+29,333
+6% +$1.35M 0.04% 347
2022
Q4 		$21.8M Sell
496,027
-185,946
-27% -$8.13M 0.04% 358
2022
Q3 		$26.5M Sell
681,973
-127,556
-16% -$5.48M 0.05% 309
2022
Q2 		$33.1M Buy
809,529
+97,493
+14% +$4.42M 0.06% 283
2022
Q1 		$34.9M Buy
712,036
+91,194
+15% +$4.55M 0.06% 300
2021
Q4 		$32.2M Buy
620,842
+26,799
+5% +$1.35M 0.05% 319
2021
Q3 		$28.2M Buy
594,043
+76,968
+15% +$3.73M 0.05% 331
2021
Q2 		$24.8M Buy
517,075
+60,258
+13% +$2.89M 0.04% 379
2021
Q1 		$20.8M Buy
456,817
+168,038
+58% +$7.17M 0.04% 400
2020
Q4 		$11.5M Buy
288,779
+14,671
+5% +$534K 0.02% 557
2020
Q3 		$8.97M Sell
274,108
-4,080
-1% -$132K 0.02% 583
2020
Q2 		$8.58M Sell
278,188
-58,064
-17% -$1.69M 0.02% 570
2020
Q1 		$8.62M Buy
336,252
+156,108
+87% +$5.07M 0.02% 537
2019
Q4 		$6.46M Buy
+180,144
New +$6.1M 0.01% 678

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial's RDVY Position: Q2 2026 in Review

Truist Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q2 2026, buying an estimated $2.48M and bringing the position to 1,796,860 shares worth $146M. The position accounts for 0.17% of the portfolio, ranked #118.

Truist Financial first reported a position in RDVY in Q4 2019 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Truist Financial held 1,796,860 shares of First Trust Rising Dividend Achievers ETF worth $146M as of Q2 2026.
  • Truist Financial bought 32,960 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.48M.
  • First Trust Rising Dividend Achievers ETF made up 0.17% of Truist Financial's portfolio in Q2 2026, its #118 holding.
  • Truist Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 27 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.