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J. Derek Lewis & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

J. Derek Lewis & Associates’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 		$258K Hold
3,182
– – 0.05% 158
2026
Q1 		$217K Buy
3,182
+1
+0% +$71 0.05% 161
2025
Q4 		$221K Buy
+3,181
New +$216K 0.05% 161

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

J. Derek Lewis & Associates's RDVY Position: Q2 2026 in Review

J. Derek Lewis & Associates held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 3,182 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #158.

J. Derek Lewis & Associates first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • J. Derek Lewis & Associates held 3,182 shares of First Trust Rising Dividend Achievers ETF worth $258K as of Q2 2026.
  • J. Derek Lewis & Associates left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #158 holding.
  • J. Derek Lewis & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.