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Visionary Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Visionary Wealth Advisors’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
Q3 		– Sell
-8,480
Closed -$210K – 617
2025
Q2 		$210K Buy
+8,480
New +$199K 0.01% 549

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Visionary Wealth Advisors's RDVI Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2025, closing a stake of 8,480 shares — an estimated $210K sold.

Visionary Wealth Advisors first reported a position in RDVI in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 249 funds tracked by Wall St. Rank hold RDVI as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,480 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $210K.
  • Visionary Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and held it in 1 quarter.
  • Visionary Wealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $210K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.