SWP
RDVI icon

Semus Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Semus Wealth Partners’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
2026
Q1 		$3.76M Buy
147,317
+2,896
+2% +$77.4K 2.1% 16
2025
Q4 		$3.79M Buy
144,421
+5,231
+4% +$135K 2.04% 16
2025
Q3 		$3.6M Buy
139,190
+19,855
+17% +$501K 2.04% 15
2025
Q2 		$2.95M Buy
119,335
+3,981
+3% +$93.6K 1.91% 15
2025
Q1 		$2.74M Buy
115,354
+16,276
+16% +$402K 1.91% 14
2024
Q4 		$2.4M Buy
99,078
+9,454
+11% +$238K 1.59% 15
2024
Q3 		$2.21M Buy
89,624
+11,315
+14% +$271K 1.54% 15
2024
Q2 		$1.83M Buy
78,309
+12,877
+20% +$304K 1.41% 16
2024
Q1 		$1.6M Buy
65,432
+6,319
+11% +$146K 1.35% 16
2023
Q4 		$1.36M Buy
59,113
+7,153
+14% +$153K 1.12% 17
2023
Q3 		$1.09M Buy
51,960
+20,809
+67% +$459K 1.02% 17
2023
Q2 		$684K Buy
+31,151
New +$665K 0.63% 33

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return