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Jacobi Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Jacobi Capital Management’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 		$231K Buy
+2,847
New +$214K 0.01% 614

Other funds holding RDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Jacobi Capital Management's RDVY Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 2,847 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings.

409 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Jacobi Capital Management held 2,847 shares of First Trust Rising Dividend Achievers ETF worth $231K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Jacobi Capital Management position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #614 holding.
  • 409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.