GAA
RDVI icon

Global Assets Advisory’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Global Assets Advisory’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
Q1 		– Sell
-31,990
Closed -$839K – 542
2025
Q4 		$839K Hold
31,990
– – 0.24% 91
2025
Q3 		$827K Sell
31,990
-2,785
-8% -$70.3K 0.25% 98
2025
Q2 		$868K Sell
34,775
-73,075
-68% -$1.72M 0.34% 74
2025
Q1 		$2.42M Buy
107,850
+71,400
+196% +$1.76M 0.46% 51
2024
Q4 		$881K Hold
36,450
– – 0.49% 53
2024
Q3 		$892K Buy
+36,450
New +$874K 0.49% 52
2024
Q2 		– Sell
-886,829
Closed -$36.5M – 400
2024
Q1 		$36.5M Buy
886,829
+850,379
+2,333% +$19.7M 1.66% 12
2023
Q4 		$843K Hold
36,450
– – 1.09% 28
2023
Q3 		$768K Buy
+36,450
New +$803K 0.68% 44

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return