SeaCrest Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-12,611	Closed	-$299K	–	678
2025 Q1	$299K	Hold	12,611	–	–	0.03%	476
2024 Q4	$306K	Buy	12,611 +2,700	+27%	+$67.9K	0.03%	486
2024 Q3	$244K	Hold	9,911	–	–	0.03%	555
2024 Q2	$232K	Buy	+9,911	New	+$234K	0.03%	540

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

SeaCrest Wealth Management's RDVI Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2025, closing a stake of 12,611 shares — an estimated $299K sold.

SeaCrest Wealth Management first reported a position in RDVI in Q2 2024 and held it in 4 quarters. The position peaked at $306K in Q4 2024. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

SeaCrest Wealth Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 12,611 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $299K.
SeaCrest Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 4 quarters.
SeaCrest Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $306K in Q4 2024.
245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.