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

Bison Wealth’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
Q4 		$450K Buy
18,580
+3,180
+21% +$80K 0.1% 174
2024
Q3 		$379K Buy
+15,400
New +$369K 0.06% 284

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bison Wealth's RDVI Position: Q4 2024 in Review

Bison Wealth increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 21% in Q4 2024, buying an estimated $80K and bringing the position to 18,580 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #174.

Bison Wealth first reported a position in RDVI in Q3 2024 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold RDVI as of Q4 2024.

  • Bison Wealth held 18,580 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $450K as of Q4 2024.
  • Bison Wealth bought 3,180 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2024, an estimated $80K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #174 holding.
  • Bison Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.