Econ Financial Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Econ Financial Services’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 Q4	–	Sell	-63,449	Closed	-$1.64M	–	99
2025 Q3	$1.64M	Buy	63,449 +919	+1%	+$23.2K	0.82%	49
2025 Q2	$1.55M	Sell	62,530 -4,021	-6%	-$94.6K	0.8%	46
2025 Q1	$1.58M	Buy	+66,551	New	+$1.64M	0.84%	42

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Econ Financial Services's RDVI Position: Q4 2025 in Review

Econ Financial Services sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2025, closing a stake of 63,449 shares — an estimated $1.64M sold.

Econ Financial Services first reported a position in RDVI in Q1 2025 and held it in 3 quarters. The position peaked at $1.64M in Q3 2025. 281 funds tracked by Wall St. Rank hold RDVI as of Q4 2025.

Econ Financial Services reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 63,449 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $1.64M.
Econ Financial Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 3 quarters.
Econ Financial Services's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.64M in Q3 2025.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.