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

Cetera Advisors’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	$8.07M	Buy	329,488 +124,673	+61%	+$2.88M	0.06%	308
2023 Q4	$4.73M	Buy	204,815 +46,629	+29%	+$998K	0.07%	293
2023 Q3	$3.33M	Buy	158,186 +24,169	+18%	+$533K	0.05%	334
2023 Q2	$2.94M	Buy	134,017 +98,505	+277%	+$2.1M	0.05%	363
2023 Q1	$762K	Buy	35,512 +14,673	+70%	+$323K	0.01%	808
2022 Q4	$444K	Buy	+20,839	New	+$450K	0.01%	1044

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 Advisors's RDVI Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 61% in Q1 2024, buying an estimated $2.88M and bringing the position to 329,488 shares worth $8.07M. The position accounts for 0.06% of the portfolio, ranked #308.

Cetera Advisors first reported a position in RDVI in Q4 2022 and has held it in 6 quarters since. 152 funds tracked by Wall St. Rank hold RDVI as of Q1 2024.

Cetera Advisors held 329,488 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.07M as of Q1 2024.
Cetera Advisors bought 124,673 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2024, an estimated $2.88M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #308 holding.
Cetera Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 6 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.