Simplex Trading
RDVI icon

Simplex Trading’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Simplex Trading’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
Q1 		– Sell
-75
Closed -$1K – 9446
2024
Q4 		$1K Buy
+75
New +$1.89K ﹤0.01% 8300

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Wells Fargo
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Commonwealth Equity Services
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplex Trading's RDVI Position: Q1 2025 in Review

Simplex Trading sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 75 shares — an estimated $1K sold.

Simplex Trading first reported a position in RDVI in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

  • Simplex Trading reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 75 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $1K.
  • Simplex Trading first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 1 quarter.
  • Simplex Trading's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.