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

Triad 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
2025
Q1 		– Sell
-11,714
Closed -$284K – 221
2024
Q4 		$284K Buy
+11,714
New +$295K 0.1% 142
2024
Q3 		– Sell
-6,205
Closed -$145K – 701
2024
Q2 		$145K Buy
+6,205
New +$146K 0.08% 114

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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

Triad Wealth Partners's RDVI Position: Q1 2025 in Review

Triad Wealth Partners sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 11,714 shares — an estimated $284K sold.

Triad Wealth Partners first reported a position in RDVI in Q2 2024 and held it in 2 quarters. The position peaked at $284K in Q4 2024. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

  • Triad Wealth Partners reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 11,714 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $284K.
  • Triad Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $284K 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 Triad Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.