Secure Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Secure Asset 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
2025 Q2	–	Sell	-12,004	Closed	-$703K	–	353
2025 Q1	$703K	Buy	12,004 +1,907	+19%	+$116K	0.14%	145
2024 Q4	$597K	Sell	10,097 -26,907	-73%	-$1.64M	0.09%	171
2024 Q3	$2.19M	Buy	37,004 +11,028	+42%	+$627K	0.37%	56
2024 Q2	$1.42M	Buy	+25,976	New	+$1.42M	0.27%	91
2022 Q3	–	Sell	-131,345	Closed	-$5.38M	–	174
2022 Q2	$5.38M	Sell	131,345 -33,157	-20%	-$1.5M	2.98%	5
2022 Q1	$8.06M	Buy	164,502 +56,257	+52%	+$2.81M	3.63%	4
2021 Q4	$5.61M	Buy	+108,245	New	+$5.46M	2.27%	7

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Secure Asset Management's RDVY Position: Q2 2025 in Review

Secure Asset Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 12,004 shares — an estimated $703K sold.

Secure Asset Management first reported a position in RDVY in Q4 2021 and held it in 7 quarters. The position peaked at $8.06M in Q1 2022. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Secure Asset Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 12,004 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $703K.
Secure Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 7 quarters.
Secure Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $8.06M in Q1 2022.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.