Cetera Advisor Networks’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Cetera Advisor Networks’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 Q1	$10.8M	Sell	440,844 -5,547	-1%	-$128K	0.05%	361
2023 Q4	$10.3M	Buy	446,391 +265,096	+146%	+$5.67M	0.06%	340
2023 Q3	$3.82M	Buy	181,295 +58,826	+48%	+$1.3M	0.02%	633
2023 Q2	$2.69M	Buy	122,469 +94,207	+333%	+$2.01M	0.02%	742
2023 Q1	$607K	Buy	+28,262	New	+$623K	﹤0.01%	1571

Other funds holding RDVI

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

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

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

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

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

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

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

SWC

Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Cetera Advisor Networks's RDVI Position: Q1 2024 in Review

Cetera Advisor Networks reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.2% in Q1 2024, selling an estimated $128K and leaving 440,844 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #361.

Cetera Advisor Networks first reported a position in RDVI in Q1 2023 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold RDVI as of Q1 2024.

Cetera Advisor Networks held 440,844 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $10.8M as of Q1 2024.
Cetera Advisor Networks sold 5,547 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2024, an estimated $128K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #361 holding.
Cetera Advisor Networks first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 5 quarters since.
152 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.