Advyzon Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Advyzon Investment Management’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	$637K	Buy	+24,926	New	+$666K	0.06%	326

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Advyzon Investment Management's RDVI Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026: 24,926 shares worth $637K. The stake represents 0.06% of the portfolio and ranks #326 among its holdings.

282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Advyzon Investment Management held 24,926 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $637K as of Q1 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Advyzon Investment Management position in Q1 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #326 holding.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.