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

Financial Enhancement Group’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
Q4 		– Sell
-97,969
Closed -$2.01M – 141
2024
Q3 		$2.01M Buy
+97,969
New +$2.35M 0.39% 56
2023
Q2 		– Sell
-97,969
Closed -$2.01M – 126
2023
Q1 		$2.01M Buy
+97,969
New +$2.16M 0.39% 56

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Enhancement Group's RDVI Position: Q4 2024 in Review

Financial Enhancement Group sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2024, closing a stake of 97,969 shares — an estimated $2.01M sold.

Financial Enhancement Group first reported a position in RDVI in Q1 2023 and held it in 2 quarters. The position peaked at $2.01M in Q3 2024. 225 funds tracked by Wall St. Rank hold RDVI as of Q4 2024.

  • Financial Enhancement Group reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 97,969 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2024, an estimated $2.01M.
  • Financial Enhancement Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and held it in 2 quarters.
  • Financial Enhancement Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.01M in Q3 2024.
  • 225 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.