Hexagon Capital Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-615	Closed	-$36K	–	1331
2025 Q1	$36K	Hold	615	–	–	0.01%	554
2024 Q4	$36.4K	Buy	615 +315	+105%	+$19.2K	0.01%	584
2024 Q3	$17.8K	Hold	300	–	–	﹤0.01%	755
2024 Q2	$16.4K	Hold	300	–	–	﹤0.01%	736
2024 Q1	$16.9K	Hold	300	–	–	﹤0.01%	724
2023 Q4	$15.5K	Buy	+300	New	+$14.2K	﹤0.01%	719

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hexagon Capital Partners's RDVY Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 615 shares — an estimated $36K sold.

Hexagon Capital Partners first reported a position in RDVY in Q4 2023 and held it in 6 quarters. The position peaked at $36.4K in Q4 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 615 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $36K.
Hexagon Capital Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and held it in 6 quarters.
Hexagon Capital Partners's First Trust Rising Dividend Achievers ETF position peaked at $36.4K in Q4 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.