WMG Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

WMG Financial 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 Q4	–	Sell	-27,810	Closed	-$719K	–	188
2025 Q3	$719K	Buy	27,810 +2,713	+11%	+$68.5K	0.24%	65
2025 Q2	$620K	Buy	+25,097	New	+$590K	0.23%	67

Other funds holding RDVI

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WMG Financial Advisors's RDVI Position: Q4 2025 in Review

WMG Financial Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q4 2025, closing a stake of 27,810 shares — an estimated $719K sold.

WMG Financial Advisors first reported a position in RDVI in Q2 2025 and held it in 2 quarters. The position peaked at $719K in Q3 2025. 281 funds tracked by Wall St. Rank hold RDVI as of Q4 2025.

WMG Financial Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 27,810 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $719K.
WMG Financial Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and held it in 2 quarters.
WMG Financial Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $719K in Q3 2025.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.