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Northwest Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Northwest Financial 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
Q4 		– Sell
-12,754
Closed -$330K – 90
2025
Q3 		$330K Buy
12,754
+4,238
+50% +$107K 0.42% 65
2025
Q2 		$210K Buy
+8,516
New +$200K 0.29% 87

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Northwest Financial Advisors's RDVI Position: Q4 2025 in Review

Northwest Financial Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2025, closing a stake of 12,754 shares — an estimated $330K sold.

Northwest Financial Advisors first reported a position in RDVI in Q2 2025 and held it in 2 quarters. The position peaked at $330K in Q3 2025. 282 funds tracked by Wall St. Rank hold RDVI as of Q4 2025.

  • Northwest Financial Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 12,754 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $330K.
  • Northwest Financial Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and held it in 2 quarters.
  • Northwest Financial Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $330K in Q3 2025.
  • 282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.