RDVI β€” FIRST TR EXCHANGE-TRADED FD IV VEST RISING DIVIDEND ACHIEVERS INCOME ETF

Ownership history in VIMA LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which VIMA LLC reported a position in FIRST TR EXCHANGE-TRADED FD IV VEST RISING DIVIDEND ACHIEVERS INCOME ETF (RDVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.68% (2024 Q3)
πŸ“Š Avg. % of fund
2.05%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2024 Q3
⏱ Quarters held
3
% of Fund (quarterly)    RDVI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 53,466 +8,453 +18.8% 2.68% $1.3M $21.82
2024 Q2 ADDED 45,013 +44,924 +50476.4% 2.29% $1.1M $20.26
2023 Q4 INITIATED 89 β€” β€” 1.18% $531K β€”

🏒 Other funds also holding RDVI

As of 2025 Q4 β€” sorted by position size

Second Half Financial Partners, LLC 3Y 7.32% Luken Investment Analytics, LLC 3Y 6.61% Echo Wealth Management, LLC 3Y 5.14% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 4.72% Clarus Group, Inc. 3Y 4.1% Aurora Private Wealth, Inc. 3Y 3.21% Argent Advisors, Inc. 3Y 3.19% Oxford Wealth Group, LLC 3.07% Atlas Private Wealth Advisors 3Y 2.84% Meadow Creek Wealth Advisors LLC 3Y 2.83%
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