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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.