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

Key Client Fiduciary 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
-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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $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