Raymond James & Associates
RDVI icon

Raymond James & Associates’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Raymond James & Associates’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
Q3 		$11.4M Buy
462,364
+332,445
+256% +$7.98M 0.01% 1145
2024
Q2 		$3.04M Buy
129,919
+93,916
+261% +$2.22M ﹤0.01% 1913
2024
Q1 		$881K Buy
+36,003
New +$832K ﹤0.01% 2672

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWC
Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James & Associates's RDVI Position: Q3 2024 in Review

Raymond James & Associates increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 256% in Q3 2024, buying an estimated $7.98M and bringing the position to 462,364 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #1145.

Raymond James & Associates first reported a position in RDVI in Q1 2024 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold RDVI as of Q3 2024.

  • Raymond James & Associates held 462,364 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $11.4M as of Q3 2024.
  • Raymond James & Associates bought 332,445 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2024, an estimated $7.98M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1145 holding.
  • Raymond James & Associates first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.