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Maxwell Wealth Strategies’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.29M Buy
53,333
+10,361
+24% +$261K 0.53% 52
2024
Q3 		$1.06M Sell
42,972
-850
-2% -$20.4K 0.45% 65
2024
Q2 		$1.02M Buy
43,822
+314
+0.7% +$7.41K 0.5% 64
2024
Q1 		$1.02M Sell
43,508
-101,284
-70% -$2.34M 0.52% 61
2023
Q4 		$3.34M Buy
+144,792
New +$3.1M 2.18% 9

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maxwell Wealth Strategies's RDVI Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 24% in Q4 2024, buying an estimated $261K and bringing the position to 53,333 shares worth $1.29M. The position accounts for 0.53% of the portfolio, ranked #52.

Maxwell Wealth Strategies first reported a position in RDVI in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.34M in Q4 2023. 225 funds tracked by Wall St. Rank hold RDVI as of Q4 2024.

  • Maxwell Wealth Strategies held 53,333 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.29M as of Q4 2024.
  • Maxwell Wealth Strategies bought 10,361 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2024, an estimated $261K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.53% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #52 holding.
  • Maxwell Wealth Strategies first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $3.34M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.