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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return

WealthPLAN Partners's RDVI Position: Q3 2023 in Review

WealthPLAN Partners sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2023, closing a stake of 1,240 shares — an estimated $27.2K sold.

WealthPLAN Partners first reported a position in RDVI in Q1 2023 and held it in 2 quarters. The position peaked at $64.5K in Q1 2023. 102 funds tracked by Wall St. Rank hold RDVI as of Q3 2023.

WealthPLAN Partners reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,240 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2023, an estimated $27.2K.
WealthPLAN Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $64.5K in Q1 2023.
102 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.