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

Semmax Financial Advisors’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	$19.6K	Buy	+306	New	+$18K	0.01%	224
2019 Q2	–	Sell	-198	Closed	-$6K	–	433
2019 Q1	$6K	Sell	198 -912	-82%	-$26.7K	﹤0.01%	350
2018 Q4	$29K	Buy	+1,110	New	+$32.2K	0.02%	239

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

Semmax Financial Advisors's RDVY Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025: 306 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Semmax Financial Advisors previously reported a position in RDVY as recently as Q1 2019.

Semmax Financial Advisors first reported a position in RDVY in Q4 2018 and has held it in 3 quarters since. The position peaked at $29K in Q4 2018. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Semmax Financial Advisors held 306 shares of First Trust Rising Dividend Achievers ETF worth $19.6K as of Q2 2025.
First Trust Rising Dividend Achievers ETF was a new Semmax Financial Advisors position in Q2 2025.
First Trust Rising Dividend Achievers ETF made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #224 holding.
Semmax Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 3 quarters since.
Semmax Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $29K in Q4 2018.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.