Secure Asset Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Secure Asset 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	-49,634	Closed	-$1.18M	–	352
2025 Q1	$1.18M	Buy	49,634 +859	+2%	+$21.2K	0.24%	110
2024 Q4	$1.18M	Buy	48,775 +2,039	+4%	+$51.3K	0.18%	121
2024 Q3	$1.15M	Buy	46,736 +1,422	+3%	+$34.1K	0.19%	120
2024 Q2	$1.06M	Sell	45,314 -452	-1%	-$10.7K	0.2%	115
2024 Q1	$1.12M	Sell	45,766 -46,199	-50%	-$1.07M	0.26%	100
2023 Q4	$2.12M	Sell	91,965 -2,625	-3%	-$56.2K	0.57%	39
2023 Q3	$1.99M	Buy	94,590 +1,560	+2%	+$34.4K	0.6%	41
2023 Q2	$2.04M	Buy	+93,030	New	+$1.99M	0.62%	41

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Secure Asset Management's RDVI Position: Q2 2025 in Review

Secure Asset Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2025, closing a stake of 49,634 shares — an estimated $1.18M sold.

Secure Asset Management first reported a position in RDVI in Q2 2023 and held it in 8 quarters. The position peaked at $2.12M in Q4 2023. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

Secure Asset Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 49,634 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $1.18M.
Secure Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and held it in 8 quarters.
Secure Asset Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.12M in Q4 2023.
245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.