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Householder Group Estate & Retirement Specialist’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-3,429
Closed -$84K – 1042
2024
Q3 		$84K Buy
3,429
+52
+2% +$1.25K 0.02% 395
2024
Q2 		$78K Buy
3,377
+1,018
+43% +$24K 0.02% 398
2024
Q1 		$57.8K Buy
2,359
+619
+36% +$14.3K 0.02% 450
2023
Q4 		$40K Buy
+1,740
New +$37.2K 0.01% 501

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Householder Group Estate & Retirement Specialist's RDVI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2024, closing a stake of 3,429 shares — an estimated $84K sold.

Householder Group Estate & Retirement Specialist first reported a position in RDVI in Q4 2023 and held it in 4 quarters. The position peaked at $84K in Q3 2024. 225 funds tracked by Wall St. Rank hold RDVI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,429 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2024, an estimated $84K.
  • Householder Group Estate & Retirement Specialist first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $84K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.