Cherry Creek Investment Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Cherry Creek Investment 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
2025 Q3	–	Sell	-9,674	Closed	-$239K	–	120
2025 Q2	$239K	Sell	9,674 -29	-0.3%	-$682	0.11%	96
2025 Q1	$230K	Sell	9,703 -3,822	-28%	-$94.4K	0.12%	96
2024 Q4	$328K	Sell	13,525 -1,347	-9%	-$33.9K	0.16%	83
2024 Q3	$366K	Sell	14,872 -28,785	-66%	-$691K	0.19%	71
2024 Q2	$1.02M	Sell	43,657 -2,586	-6%	-$61K	0.53%	33
2024 Q1	$1.13M	Sell	46,243 -17,940	-28%	-$415K	0.61%	35
2023 Q4	$1.48M	Sell	64,183 -5,161	-7%	-$110K	0.9%	27
2023 Q3	$1.46M	Buy	+69,344	New	+$1.53M	0.99%	27

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cherry Creek Investment Advisors's RDVI Position: Q3 2025 in Review

Cherry Creek Investment Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2025, closing a stake of 9,674 shares — an estimated $239K sold.

Cherry Creek Investment Advisors first reported a position in RDVI in Q3 2023 and held it in 8 quarters. The position peaked at $1.48M in Q4 2023. 249 funds tracked by Wall St. Rank hold RDVI as of Q3 2025.

Cherry Creek Investment Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
Cherry Creek Investment Advisors sold 9,674 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $239K.
Cherry Creek Investment Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and held it in 8 quarters.
Cherry Creek Investment Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.48M in Q4 2023.
249 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.