Benjamin F. Edwards & Company’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$23K	Hold	1,000	–	–	﹤0.01%	1515
2024 Q1	$24K	Hold	1,000	–	–	﹤0.01%	1481
2023 Q4	$23K	Buy	+1,000	New	+$21.4K	﹤0.01%	1461

Other funds holding RDVI

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWC

Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Benjamin F. Edwards & Company's RDVI Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2024 at 1,000 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Benjamin F. Edwards & Company first reported a position in RDVI in Q4 2023 and has held it in 3 quarters since. The position peaked at $24K in Q1 2024. 168 funds tracked by Wall St. Rank hold RDVI as of Q2 2024.

Benjamin F. Edwards & Company held 1,000 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $23K as of Q2 2024.
Benjamin F. Edwards & Company left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2024.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1515 holding.
Benjamin F. Edwards & Company first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 3 quarters since.
Benjamin F. Edwards & Company's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $24K in Q1 2024.
168 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.