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Sacks & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sacks & 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 		$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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sacks & Associates's RDVY Position: Q2 2026 in Review

Sacks & Associates 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 first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Sacks & Associates held 4,941 shares of First Trust Rising Dividend Achievers ETF worth $401K as of Q2 2026.
  • Sacks & Associates 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's portfolio in Q2 2026, its #63 holding.
  • Sacks & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.