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Orion Portfolio Solutions’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Orion Portfolio Solutions’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 		$1.07M Buy
45,305
+17,403
+62% +$430K 0.01% 1048
2024
Q4 		$676K Buy
27,902
+18,137
+186% +$456K 0.01% 1235
2024
Q3 		$241K Buy
+9,765
New +$234K ﹤0.01% 1627

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's RDVI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 62% in Q1 2025, buying an estimated $430K and bringing the position to 45,305 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1048.

Orion Portfolio Solutions first reported a position in RDVI in Q3 2024 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

  • Orion Portfolio Solutions held 45,305 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.07M as of Q1 2025.
  • Orion Portfolio Solutions bought 17,403 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $430K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1048 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.