BWM
RDVI icon

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

BlackDiamond Wealth Management’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
Q1 		– Sell
-53,890
Closed -$1.31M – 175
2024
Q4 		$1.31M Buy
53,890
+20
+0% +$503 0.75% 40
2024
Q3 		$1.4M Sell
53,870
-15,088
-22% -$362K 0.85% 36
2024
Q2 		$1.61M Buy
68,958
+2,164
+3% +$51.1K 1.06% 31
2024
Q1 		$1.64M Sell
66,794
-9,506
-12% -$220K 1.17% 27
2023
Q4 		$1.71M Sell
76,300
-3,997
-5% -$85.5K 1.26% 24
2023
Q3 		$1.61M Buy
80,297
+14,660
+22% +$323K 1.45% 21
2023
Q2 		$1.49M Buy
65,637
+10,332
+19% +$220K 1.26% 21
2023
Q1 		$1.16M Buy
+55,305
New +$1.22M 1.19% 22

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return