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Kestra Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Kestra Investment 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
Q1 		– Sell
-2,522
Closed -$61.1K – 1305
2024
Q4 		$61.1K Buy
+2,522
New +$63.5K ﹤0.01% 499

Other funds holding RDVI

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Investment Management's RDVI Position: Q1 2025 in Review

Kestra Investment Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 2,522 shares — an estimated $61.1K sold.

Kestra Investment Management first reported a position in RDVI in Q4 2024 and held it in 1 quarter. The position peaked at $61.1K in Q4 2024. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

  • Kestra Investment Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,522 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $61.1K.
  • Kestra Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $61.1K 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 Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.