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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

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

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

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

BlackDiamond Wealth Management's RDVI Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 53,890 shares — an estimated $1.31M sold.

BlackDiamond Wealth Management first reported a position in RDVI in Q1 2023 and held it in 8 quarters. The position peaked at $1.71M in Q4 2023. 230 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

BlackDiamond Wealth Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
BlackDiamond Wealth Management sold 53,890 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $1.31M.
BlackDiamond Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and held it in 8 quarters.
BlackDiamond Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.71M in Q4 2023.
230 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.