IronOak Wealth’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

IronOak Wealth’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	$204K	Buy	+8,401	New	+$211K	0.23%	63

Other funds holding RDVI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

IronOak Wealth's RDVI Position: Q4 2024 in Review

IronOak Wealth opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2024: 8,401 shares worth $204K. The stake represents 0.23% of the portfolio and ranks #63 among its holdings.

225 funds tracked by Wall St. Rank hold RDVI as of Q4 2024.

IronOak Wealth held 8,401 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $204K as of Q4 2024.
FT Vest Rising Dividend Achievers Target Income ETF was a new IronOak Wealth position in Q4 2024.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.23% of IronOak Wealth's portfolio in Q4 2024, its #63 holding.
225 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.