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RDVI icon

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

CEDRUS’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
Q3 		$9.94M Buy
403,556
+27,085
+7% +$650K 3.68% 5
2024
Q2 		$8.8M Buy
376,471
+47,162
+14% +$1.11M 4.4% 5
2024
Q1 		$8.06M Buy
329,309
+58,776
+22% +$1.36M 4.4% 4
2023
Q4 		$6.24M Buy
270,533
+46,778
+21% +$1M 3.87% 5
2023
Q3 		$4.71M Buy
223,755
+212,055
+1,812% +$4.67M 3.35% 7
2023
Q2 		$257K Buy
+11,700
New +$250K 0.18% 123

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SWC
Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CEDRUS's RDVI Position: Q3 2024 in Review

CEDRUS increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 7.2% in Q3 2024, buying an estimated $650K and bringing the position to 403,556 shares worth $9.94M. The position accounts for 3.68% of the portfolio, ranked #5.

CEDRUS first reported a position in RDVI in Q2 2023 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold RDVI as of Q3 2024.

  • CEDRUS held 403,556 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $9.94M as of Q3 2024.
  • CEDRUS bought 27,085 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2024, an estimated $650K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 3.68% of CEDRUS's portfolio in Q3 2024, its #5 holding.
  • CEDRUS first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.