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Atria Wealth Solutions’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Atria Wealth Solutions’s Portfolio RDVI Stock Details RDVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.03M Buy
82,162
+2,857
+4% +$67.2K 0.05% 412
2025
Q1 		$1.88M Buy
79,305
+21,679
+38% +$535K 0.02% 657
2024
Q4 		$1.4M Sell
57,626
-3,595
-6% -$90.5K 0.02% 790
2024
Q3 		$1.52M Buy
61,221
+17,417
+40% +$418K 0.02% 745
2024
Q2 		$1.03M Buy
43,804
+31,371
+252% +$740K 0.01% 891
2024
Q1 		$305K Buy
12,433
+1,927
+18% +$44.5K ﹤0.01% 1550
2023
Q4 		$242K Buy
+10,506
New +$225K ﹤0.01% 1653

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return