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

Institutional & Family 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
2024
Q2 		$65.7K Hold
2,810
– – 0.01% 216
2024
Q1 		$68.8K Buy
+2,810
New +$64.9K 0.01% 215

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SWC
Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Institutional & Family Asset Management's RDVI Position: Q2 2024 in Review

Institutional & Family Asset Management held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2024 at 2,810 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #216.

Institutional & Family Asset Management first reported a position in RDVI in Q1 2024 and has held it in 2 quarters since. The position peaked at $68.8K in Q1 2024. 167 funds tracked by Wall St. Rank hold RDVI as of Q2 2024.

  • Institutional & Family Asset Management held 2,810 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $65.7K as of Q2 2024.
  • Institutional & Family Asset Management left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2024.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #216 holding.
  • Institutional & Family Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $68.8K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.