FGC
RDVI icon

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

Financial Gravity Companies’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 		$24.2K Hold
1,000
– – 0.01% 413
2024
Q3 		$24.6K Buy
+1,000
New +$24K 0.01% 253

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Gravity Companies's RDVI Position: Q4 2024 in Review

Financial Gravity Companies held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q4 2024 at 1,000 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #413.

Financial Gravity Companies first reported a position in RDVI in Q3 2024 and has held it in 2 quarters since. The position peaked at $24.6K in Q3 2024. 225 funds tracked by Wall St. Rank hold RDVI as of Q4 2024.

  • Financial Gravity Companies held 1,000 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $24.2K as of Q4 2024.
  • Financial Gravity Companies left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q4 2024.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #413 holding.
  • Financial Gravity Companies first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $24.6K 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 Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.