Newbridge Financial Services Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-42,192	Closed	-$1.09M	–	1393
2025 Q3	$1.09M	Sell	42,192 -1,074	-2%	-$27.1K	0.16%	108
2025 Q2	$1.07M	Buy	+43,266	New	+$1.02M	0.17%	101

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

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Newbridge Financial Services Group's RDVI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2025, closing a stake of 42,192 shares — an estimated $1.09M sold.

Newbridge Financial Services Group first reported a position in RDVI in Q2 2025 and held it in 2 quarters. The position peaked at $1.09M in Q3 2025. 281 funds tracked by Wall St. Rank hold RDVI as of Q4 2025.

Newbridge Financial Services Group reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 42,192 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $1.09M.
Newbridge Financial Services Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and held it in 2 quarters.
Newbridge Financial Services Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.09M in Q3 2025.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.