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

Hickory 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	$241K	Sell	9,769 -472	-5%	-$11.1K	0.2%	82
2025 Q1	$243K	Sell	10,241 -285	-3%	-$7.04K	0.22%	82
2024 Q4	$255K	Buy	+10,526	New	+$265K	0.22%	82

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Hickory Asset Management's RDVI Position: Q2 2025 in Review

Hickory Asset Management reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.6% in Q2 2025, selling an estimated $11.1K and leaving 9,769 shares worth $241K. The position accounts for 0.2% of the portfolio, ranked #82.

Hickory Asset Management first reported a position in RDVI in Q4 2024 and has held it in 3 quarters since. The position peaked at $255K in Q4 2024. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

Hickory Asset Management held 9,769 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $241K as of Q2 2025.
Hickory Asset Management sold 472 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $11.1K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.2% of Hickory Asset Management's portfolio in Q2 2025, its #82 holding.
Hickory Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 3 quarters since.
Hickory Asset Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $255K 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 Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.