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

WealthPLAN 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
2023
Q3 		– Sell
-1,240
Closed -$27.2K – 952
2023
Q2 		$27.2K Sell
1,240
-1,766
-59% -$37.7K ﹤0.01% 621
2023
Q1 		$64.5K Buy
+3,006
New +$66.3K 0.01% 511

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $528B AUM 27.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.28B AUM 19.7% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $234M AUM 25.37% 1-Year Est. Return