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Accredited Investors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Accredited Investors’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
2026
Q1 		– Sell
-7,885
Closed -$207K – 303
2025
Q4 		$207K Buy
+7,885
New +$204K 0.01% 268

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Accredited Investors's RDVI Position: Q1 2026 in Review

Accredited Investors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026, closing a stake of 7,885 shares — an estimated $207K sold.

Accredited Investors first reported a position in RDVI in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

  • Accredited Investors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Accredited Investors sold 7,885 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $207K.
  • Accredited Investors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and held it in 1 quarter.
  • Accredited Investors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $207K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Accredited Investors's 13F filing for Q1 2026, filed 30 Apr 2026.