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

Inspire Advisors’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
-25,990
Closed -$630K – 513
2024
Q4 		$630K Buy
+25,990
New +$654K 0.08% 188

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Wells Fargo
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Inspire Advisors's RDVI Position: Q1 2025 in Review

Inspire Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 25,990 shares — an estimated $630K sold.

Inspire Advisors first reported a position in RDVI in Q4 2024 and held it in 1 quarter. The position peaked at $630K in Q4 2024. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

  • Inspire Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Inspire Advisors sold 25,990 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $630K.
  • Inspire Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 1 quarter.
  • Inspire Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $630K 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 Inspire Advisors's 13F filing for Q1 2025, filed 7 May 2025.