L.M. Kohn & Company’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
Q3
$410K Buy
15,880
+2,360
+17% +$59.5K 0.49% 63
2025
Q2
$334K Buy
+13,520
New +$318K 0.09% 182

Other funds holding RDVI

L.M. Kohn & Company's RDVI Position: Q3 2025 in Review

L.M. Kohn & Company increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 17% in Q3 2025, buying an estimated $59.5K and bringing the position to 15,880 shares worth $410K. The position accounts for 0.49% of the portfolio, ranked #63.

L.M. Kohn & Company first reported a position in RDVI in Q2 2025 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold RDVI as of Q3 2025.

  • L.M. Kohn & Company held 15,880 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $410K as of Q3 2025.
  • L.M. Kohn & Company bought 2,360 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $59.5K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.49% of L.M. Kohn & Company's portfolio in Q3 2025, its #63 holding.
  • L.M. Kohn & Company first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.