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Glass Jacobson Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Glass Jacobson Investment Advisors’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 		$117K Buy
1,438
+3
+0.2% +$226 0.04% 242
2026
Q1 		$98K Buy
1,435
+4
+0.3% +$285 0.03% 250
2025
Q4 		$99.4K Buy
+1,431
New +$97.3K 0.04% 240

Other funds holding RDVY

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 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Glass Jacobson Investment Advisors's RDVY Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.21% in Q2 2026, buying an estimated $226 and bringing the position to 1,438 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #242.

Glass Jacobson Investment Advisors first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,438 shares of First Trust Rising Dividend Achievers ETF worth $117K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 3 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $226.
  • First Trust Rising Dividend Achievers ETF made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #242 holding.
  • Glass Jacobson Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.