Herold Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-31,958
Closed -$790K 300
2025
Q2
$790K Sell
31,958
-20,390
-39% -$480K 0.17% 139
2025
Q1
$1.24M Sell
52,348
-2,216
-4% -$54.7K 0.27% 101
2024
Q4
$1.32M Buy
54,564
+580
+1% +$14.6K 0.29% 93
2024
Q3
$1.33M Buy
53,984
+271
+0.5% +$6.5K 0.29% 99
2024
Q2
$1.26M Buy
53,713
+459
+0.9% +$10.8K 0.29% 100
2024
Q1
$1.3M Buy
53,254
+185
+0.3% +$4.28K 0.32% 91
2023
Q4
$1.22M Buy
53,069
+876
+2% +$18.7K 0.34% 88
2023
Q3
$1.1M Buy
52,193
+1,099
+2% +$24.2K 0.33% 85
2023
Q2
$1.12M Buy
+51,094
New +$1.09M 0.34% 86

Other funds holding RDVI

Herold Advisors's RDVI Position: Q3 2025 in Review

Herold Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2025, closing a stake of 31,958 shares — an estimated $790K sold.

Herold Advisors first reported a position in RDVI in Q2 2023 and held it in 9 quarters. The position peaked at $1.33M in Q3 2024. 249 funds tracked by Wall St. Rank hold RDVI as of Q3 2025.

  • Herold Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 31,958 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $790K.
  • Herold Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and held it in 9 quarters.
  • Herold Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.33M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.