SW
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SteelPeak Wealth’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

SteelPeak Wealth’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 		– Sell
-22,450
Closed -$589K – 636
2025
Q4 		$589K Sell
22,450
-10,900
-33% -$282K 0.02% 334
2025
Q3 		$862K Buy
33,350
+221
+0.7% +$5.58K 0.03% 314
2025
Q2 		$819K Sell
33,129
-12,121
-27% -$285K 0.03% 306
2025
Q1 		$1.07M Sell
45,250
-2,204
-5% -$54.4K 0.04% 245
2024
Q4 		$1.15M Hold
47,454
– – 0.05% 228
2024
Q3 		$1.17M Sell
47,454
-1,300
-3% -$31.2K 0.05% 213
2024
Q2 		$1.14M Buy
48,754
+34,304
+237% +$810K 0.05% 215
2024
Q1 		$354K Buy
+14,450
New +$334K 0.02% 344

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