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FWL Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

FWL Investment 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
2025
Q2 		– Sell
-587
Closed -$13.9K – 348
2025
Q1 		$13.9K Buy
+587
New +$14.5K 0.01% 207

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

FWL Investment Management's RDVI Position: Q2 2025 in Review

FWL Investment Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2025, closing a stake of 587 shares — an estimated $13.9K sold.

FWL Investment Management first reported a position in RDVI in Q1 2025 and held it in 1 quarter. The position peaked at $13.9K in Q1 2025. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

  • FWL Investment Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
  • FWL Investment Management sold 587 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $13.9K.
  • FWL Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 1 quarter.
  • FWL Investment Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $13.9K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on FWL Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.