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Apexium Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Apexium Financial’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
2025
Q3 		$2.14M Buy
31,750
+9
+0% +$584 0.1% 88
2025
Q2 		$1.99M Sell
31,741
-225
-0.7% -$13.2K 0.11% 88
2025
Q1 		$1.87M Sell
31,966
-408
-1% -$24.8K 0.11% 90
2024
Q4 		$1.91M Sell
32,374
-2,157
-6% -$132K 0.12% 80
2024
Q3 		$2.04M Sell
34,531
-644
-2% -$36.6K 0.13% 66
2024
Q2 		$1.93M Buy
35,175
+3,928
+13% +$215K 0.14% 65
2024
Q1 		$1.76M Sell
31,247
-1,212
-4% -$63.6K 0.13% 69
2023
Q4 		$1.68M Sell
32,459
-2,540
-7% -$120K 0.12% 85
2023
Q3 		$1.61M Buy
34,999
+3,651
+12% +$175K 0.16% 65
2023
Q2 		$1.48M Sell
31,348
-10,235
-25% -$463K 0.13% 68
2023
Q1 		$1.87M Buy
41,583
+1,467
+4% +$67.4K 0.18% 56
2022
Q4 		$1.76M Buy
40,116
+2,004
+5% +$87.6K 0.18% 59
2022
Q3 		$1.48M Buy
38,112
+30,780
+420% +$1.32M 0.18% 59
2022
Q2 		$300K Buy
+7,332
New +$332K 0.17% 75

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apexium Financial's RDVY Position: Q3 2025 in Review

Apexium Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.03% in Q3 2025, buying an estimated $584 and bringing the position to 31,750 shares worth $2.14M. The position accounts for 0.1% of the portfolio, ranked #88.

Apexium Financial first reported a position in RDVY in Q2 2022 and has held it in 14 quarters since. 671 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

  • Apexium Financial held 31,750 shares of First Trust Rising Dividend Achievers ETF worth $2.14M as of Q3 2025.
  • Apexium Financial bought 9 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $584.
  • First Trust Rising Dividend Achievers ETF made up 0.1% of Apexium Financial's portfolio in Q3 2025, its #88 holding.
  • Apexium Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 14 quarters since.
  • 671 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.