Financial Gravity Asset Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Financial Gravity Asset Management’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 Q2	$23.4K	Sell	1,000 -6,700	-87%	-$158K	0.01%	367
2024 Q1	$183K	Buy	7,700 +3,600	+88%	+$83.2K	0.02%	210
2023 Q4	$94.6K	Buy	+4,100	New	+$87.7K	﹤0.01%	541

Other funds holding RDVI

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

SWC

Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return

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

Financial Gravity Asset Management's RDVI Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 87% in Q2 2024, selling an estimated $158K and leaving 1,000 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #367.

Financial Gravity Asset Management first reported a position in RDVI in Q4 2023 and has held it in 3 quarters since. The position peaked at $183K in Q1 2024. 167 funds tracked by Wall St. Rank hold RDVI as of Q2 2024.

Financial Gravity Asset Management held 1,000 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $23.4K as of Q2 2024.
Financial Gravity Asset Management sold 6,700 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2024, an estimated $158K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #367 holding.
Financial Gravity Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 3 quarters since.
Financial Gravity Asset Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $183K in Q1 2024.
167 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.