PWMAG
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Pinnacle Wealth Management Advisory Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Pinnacle Wealth Management Advisory 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
2026
Q1 		$8.85M Buy
346,412
+4,206
+1% +$112K 0.6% 35
2025
Q4 		$8.98M Buy
342,206
+19,914
+6% +$515K 0.62% 36
2025
Q3 		$8.33M Buy
322,292
+4,060
+1% +$102K 0.63% 38
2025
Q2 		$7.86M Buy
318,232
+24,020
+8% +$565K 0.65% 38
2025
Q1 		$6.98M Buy
294,212
+54,117
+23% +$1.34M 0.65% 35
2024
Q4 		$5.82M Buy
240,095
+34,589
+17% +$870K 0.54% 44
2024
Q3 		$5.06M Buy
205,506
+4,250
+2% +$102K 0.48% 51
2024
Q2 		$4.71M Buy
201,256
+14,908
+8% +$352K 0.49% 48
2024
Q1 		$4.56M Buy
186,348
+135,312
+265% +$3.13M 0.49% 50
2023
Q4 		$1.18M Buy
51,036
+18,661
+58% +$399K 0.14% 109
2023
Q3 		$682K Buy
32,375
+10,525
+48% +$232K 0.09% 143
2023
Q2 		$480K Buy
+21,850
New +$466K 0.06% 186

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return