MN Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

MN Wealth 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	-94,639	Closed	-$2.29M	–	111
2024 Q4	$2.29M	Buy	94,639 +339	+0.4%	+$8.53K	1.29%	18
2024 Q3	$2.32M	Sell	94,300 -4,839	-5%	-$116K	1.32%	18
2024 Q2	$2.32M	Buy	99,139 +6,166	+7%	+$146K	1.34%	18
2024 Q1	$2.28M	Buy	92,973 +46,300	+99%	+$1.07M	1.41%	18
2023 Q4	$1.08M	Buy	+46,673	New	+$999K	0.74%	31

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MN Wealth Advisors's RDVI Position: Q1 2025 in Review

MN Wealth Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 94,639 shares — an estimated $2.29M sold.

MN Wealth Advisors first reported a position in RDVI in Q4 2023 and held it in 5 quarters. The position peaked at $2.32M in Q3 2024. 230 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

MN Wealth Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
MN Wealth Advisors sold 94,639 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $2.29M.
MN Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and held it in 5 quarters.
MN Wealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.32M in Q3 2024.
230 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on MN Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.