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PFG Investments’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

PFG Investments’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 		– Sell
-14,000
Closed -$345K – 1065
2024
Q3 		$345K Buy
+14,000
New +$336K 0.02% 648

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Raymond James Financial
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Wells Fargo
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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

PFG Investments's RDVI Position: Q4 2024 in Review

PFG Investments sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2024, closing a stake of 14,000 shares — an estimated $345K sold.

PFG Investments first reported a position in RDVI in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 225 funds tracked by Wall St. Rank hold RDVI as of Q4 2024.

  • PFG Investments reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • PFG Investments sold 14,000 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2024, an estimated $345K.
  • PFG Investments first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and held it in 1 quarter.
  • PFG Investments's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $345K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2024.

Based on PFG Investments's 13F filing for Q4 2024, filed 22 Jan 2025.