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SACKS & ASSOCIATES, LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$401K Hold
4,941
– – 0.27% 63
2026
Q1 		$337K Hold
4,941
– – 0.25% 64
2025
Q4 		$343K Buy
+4,941
New +$336K 0.25% 61

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 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

SACKS & ASSOCIATES, LLC's RDVY Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,941 shares worth $401K. The position accounts for 0.27% of the portfolio, ranked #63.

SACKS & ASSOCIATES, LLC first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 4,941 shares of First Trust Rising Dividend Achievers ETF worth $401K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.27% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #63 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.