Avantax Advisory Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.43M Sell
179,318
-2,472
-1% -$58.1K 0.02% 488
2025
Q1
$4.31M Sell
181,790
-15,612
-8% -$386K 0.03% 463
2024
Q4
$4.79M Buy
197,402
+20,619
+12% +$519K 0.03% 410
2024
Q3
$4.36M Sell
176,783
-24,058
-12% -$577K 0.03% 423
2024
Q2
$4.7M Buy
200,841
+27,893
+16% +$658K 0.03% 392
2024
Q1
$4.23M Buy
172,948
+56,543
+49% +$1.31M 0.04% 346
2023
Q4
$2.69M Buy
116,405
+101,540
+683% +$2.17M 0.03% 426
2023
Q3
$313K Buy
+14,865
New +$328K ﹤0.01% 1175

Other funds holding RDVI

Avantax Advisory Services's RDVI Position: Q2 2025 in Review

Avantax Advisory Services reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.4% in Q2 2025, selling an estimated $58.1K and leaving 179,318 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #488.

Avantax Advisory Services first reported a position in RDVI in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.79M in Q4 2024. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

  • Avantax Advisory Services held 179,318 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.43M as of Q2 2025.
  • Avantax Advisory Services sold 2,472 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $58.1K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #488 holding.
  • Avantax Advisory Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 8 quarters since.
  • Avantax Advisory Services's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $4.79M in Q4 2024.
  • 245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.