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

Global Trust 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
2025
Q2 		– Sell
-1,000
Closed -$23.7K – 500
2025
Q1 		$23.7K Sell
1,000
-400
-29% -$9.88K 0.01% 296
2024
Q4 		$33.9K Buy
+1,400
New +$35.2K 0.01% 317

Other funds holding RDVI

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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
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

Global Trust Asset Management's RDVI Position: Q2 2025 in Review

Global Trust Asset Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2025, closing a stake of 1,000 shares — an estimated $23.7K sold.

Global Trust Asset Management first reported a position in RDVI in Q4 2024 and held it in 2 quarters. The position peaked at $33.9K in Q4 2024. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

  • Global Trust Asset Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 1,000 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $23.7K.
  • Global Trust Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 2 quarters.
  • Global Trust Asset Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $33.9K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Global Trust Asset Management's 13F filing for Q2 2025, filed 17 Jul 2025.