FHC
RDVI icon

First Heartland Consultants’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

First Heartland Consultants’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
2026
Q2 		$470K Sell
15,974
-470
-3% -$13K 0.03% 335
2026
Q1 		$420K Hold
16,444
– – 0.03% 319
2025
Q4 		$431K Hold
16,444
– – 0.03% 324
2025
Q3 		$425K Sell
16,444
-300
-2% -$7.57K 0.03% 319
2025
Q2 		$414K Sell
16,744
-1,055
-6% -$24.8K 0.04% 313
2025
Q1 		$422K Sell
17,799
-500
-3% -$12.3K 0.04% 268
2024
Q4 		$444K Sell
18,299
-6,109
-25% -$154K 0.05% 261
2024
Q3 		$601K Sell
24,408
-915
-4% -$22K 0.06% 209
2024
Q2 		$592 Buy
25,323
+6,466
+34% +$153K 0.04% 234
2024
Q1 		$462K Sell
18,857
-5,940
-24% -$137K 0.05% 259
2023
Q4 		$572K Sell
24,797
-6,965
-22% -$149K 0.07% 198
2023
Q3 		$669K Sell
31,762
-42,405
-57% -$934K 0.08% 175
2023
Q2 		$1.63M Buy
+74,167
New +$1.58M 0.21% 103

Other funds holding RDVI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return