Concourse Financial Group Securities’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-8,927	Closed	-$229K	–	1604
2024 Q4	$229K	Sell	8,927 -6,262	-41%	-$158K	0.01%	686
2024 Q3	$377K	Buy	15,189 +4,224	+39%	+$101K	0.02%	527
2024 Q2	$258K	Buy	10,965 +87	+0.8%	+$2.05K	0.02%	616
2024 Q1	$266K	Buy	10,878 +900	+9%	+$20.8K	0.02%	593
2023 Q4	$230K	Sell	9,978 -2,323	-19%	-$49.7K	0.02%	612
2023 Q3	$259K	Buy	12,301 +232	+2%	+$5.11K	0.02%	548
2023 Q2	$267K	Buy	12,069 +6,151	+104%	+$131K	0.02%	570
2023 Q1	$127K	Buy	+5,918	New	+$130K	0.01%	802

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Concourse Financial Group Securities's RDVI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 8,927 shares — an estimated $229K sold.

Concourse Financial Group Securities first reported a position in RDVI in Q1 2023 and held it in 8 quarters. The position peaked at $377K in Q3 2024. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

Concourse Financial Group Securities reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 8,927 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $229K.
Concourse Financial Group Securities first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and held it in 8 quarters.
Concourse Financial Group Securities's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $377K in Q3 2024.
229 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.