Greenleaf Trust’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Greenleaf Trust’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	-12,500	Closed	-$297K	–	834
2025 Q1	$297K	Hold	12,500	–	–	﹤0.01%	648
2024 Q4	$303K	Buy	+12,500	New	+$315K	﹤0.01%	650

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Greenleaf Trust's RDVI Position: Q2 2025 in Review

Greenleaf Trust sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2025, closing a stake of 12,500 shares — an estimated $297K sold.

Greenleaf Trust first reported a position in RDVI in Q4 2024 and held it in 2 quarters. The position peaked at $303K in Q4 2024. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

Greenleaf Trust reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
Greenleaf Trust sold 12,500 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $297K.
Greenleaf Trust first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 2 quarters.
Greenleaf Trust's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $303K 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 Greenleaf Trust's 13F filing for Q2 2025, filed 17 Jul 2025.