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Strategic Financial Concepts’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-22,411
Closed -$911 – 609
2024
Q2 		$911 Buy
+22,411
New +$529K ﹤0.01% 615

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWC
Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Strategic Financial Concepts's RDVI Position: Q3 2024 in Review

Strategic Financial Concepts sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2024, closing a stake of 22,411 shares — an estimated $911 sold.

Strategic Financial Concepts first reported a position in RDVI in Q2 2024 and held it in 1 quarter. The position peaked at $911 in Q2 2024. 191 funds tracked by Wall St. Rank hold RDVI as of Q3 2024.

  • Strategic Financial Concepts reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 22,411 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2024, an estimated $911.
  • Strategic Financial Concepts first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $911 in Q2 2024.
  • 191 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.