Trust Company of Vermont’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Trust Company of Vermont’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	$6.08K	Buy	+75	New	+$5.64K	﹤0.01%	973
2025 Q4	$26.5K	Buy	+382	New	+$26K	﹤0.01%	694
2020 Q2	–	Sell	-827	Closed	-$21K	–	848
2020 Q1	$21K	Buy	+827	New	+$26.8K	﹤0.01%	559

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Trust Company of Vermont's RDVY Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 75 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in RDVY as recently as Q4 2025.

Trust Company of Vermont first reported a position in RDVY in Q1 2020 and has held it in 3 quarters since. The position peaked at $26.5K in Q4 2025. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Trust Company of Vermont held 75 shares of First Trust Rising Dividend Achievers ETF worth $6.08K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Trust Company of Vermont position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #973 holding.
Trust Company of Vermont first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 3 quarters since.
Trust Company of Vermont's First Trust Rising Dividend Achievers ETF position peaked at $26.5K in Q4 2025.
541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.