Key Client Fiduciary Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-23,415
Closed -$568K 204
2024
Q4
$568K Sell
23,415
-3,672
-14% -$92.4K 0.25% 93
2024
Q3
$667K Buy
27,087
+131
+0.5% +$3.14K 0.3% 78
2024
Q2
$630K Sell
26,956
-3,892
-13% -$91.9K 0.31% 75
2024
Q1
$755K Sell
30,848
-355
-1% -$8.2K 0.4% 58
2023
Q4
$720K Sell
31,203
-2,125
-6% -$45.5K 0.42% 52
2023
Q3
$702K Buy
33,328
+6,195
+23% +$137K 0.43% 55
2023
Q2
$596K Buy
27,133
+16,678
+160% +$356K 0.35% 63
2023
Q1
$224K Buy
+10,455
New +$230K 0.14% 150

Other funds holding RDVI

Key Client Fiduciary Advisors's RDVI Position: Q1 2025 in Review

Key Client Fiduciary Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 23,415 shares — an estimated $568K sold.

Key Client Fiduciary Advisors first reported a position in RDVI in Q1 2023 and held it in 8 quarters. The position peaked at $755K in Q1 2024. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

  • Key Client Fiduciary Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 23,415 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $568K.
  • Key Client Fiduciary Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and held it in 8 quarters.
  • Key Client Fiduciary Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $755K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.