SWM
RDVI icon

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

Spire 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
-2,675
Closed -$63.5K – 2520
2025
Q1 		$63.5K Buy
+2,675
New +$66.1K ﹤0.01% 1199

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

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

Spire Wealth Management sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2025, closing a stake of 2,675 shares — an estimated $63.5K sold.

Spire Wealth Management first reported a position in RDVI in Q1 2025 and held it in 1 quarter. The position peaked at $63.5K in Q1 2025. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

  • Spire Wealth Management reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,675 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $63.5K.
  • Spire Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 1 quarter.
  • Spire Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $63.5K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.