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

Raymond James Financial Services 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
2024
Q3 		$16.6M Buy
675,626
+188,461
+39% +$4.52M 0.02% 631
2024
Q2 		$11.4M Buy
487,165
+268,185
+122% +$6.33M 0.02% 763
2024
Q1 		$5.36M Buy
+218,980
New +$5.06M 0.01% 1096

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 22.96% 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 $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $570B AUM 27.57% 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 $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial Services Advisors's RDVI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 39% in Q3 2024, buying an estimated $4.52M and bringing the position to 675,626 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #631.

Raymond James Financial Services Advisors first reported a position in RDVI in Q1 2024 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold RDVI as of Q3 2024.

  • Raymond James Financial Services Advisors held 675,626 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $16.6M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 188,461 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2024, an estimated $4.52M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #631 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.