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Golden State Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Golden State Wealth 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
Q1 		– Sell
-136
Closed -$3.31K – 1633
2024
Q4 		$3.31K Buy
+136
New +$3.42K ﹤0.01% 1187

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Royal Bank of Canada
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Envestnet Asset Management
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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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden State Wealth Management's RDVI Position: Q1 2025 in Review

Golden State Wealth Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 136 shares — an estimated $3.31K sold.

Golden State Wealth Management first reported a position in RDVI in Q4 2024 and held it in 1 quarter. The position peaked at $3.31K in Q4 2024. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

  • Golden State Wealth Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 136 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $3.31K.
  • Golden State Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $3.31K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.