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Cape Investment Advisory’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-1,500
Closed -$31.6K – 1203
2023
Q3 		$31.6K Buy
+1,500
New +$33.1K 0.02% 372

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SWC
Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Cape Investment Advisory's RDVI Position: Q4 2023 in Review

Cape Investment Advisory sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2023, closing a stake of 1,500 shares — an estimated $31.6K sold.

Cape Investment Advisory first reported a position in RDVI in Q3 2023 and held it in 1 quarter. The position peaked at $31.6K in Q3 2023. 133 funds tracked by Wall St. Rank hold RDVI as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 1,500 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2023, an estimated $31.6K.
  • Cape Investment Advisory first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and held it in 1 quarter.
  • Cape Investment Advisory's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $31.6K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.