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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Baird Financial Group
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