AE Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

AE Wealth 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 Q2	$1.09M	Buy	37,237 +4,130	+12%	+$114K	0.01%	879
2026 Q1	$846K	Buy	33,107 +953	+3%	+$25.5K	﹤0.01%	890
2025 Q4	$844K	Buy	32,154 +3,605	+13%	+$93.3K	﹤0.01%	851
2025 Q3	$738K	Buy	28,549 +8,696	+44%	+$219K	﹤0.01%	831
2025 Q2	$491K	Buy	19,853 +4,922	+33%	+$116K	﹤0.01%	929
2025 Q1	$354K	Sell	14,931 -2,051	-12%	-$50.7K	﹤0.01%	1027
2024 Q4	$412K	Buy	16,982 +2,134	+14%	+$53.7K	﹤0.01%	965
2024 Q3	$366K	Buy	14,848 +166	+1%	+$3.98K	﹤0.01%	969
2024 Q2	$343K	Buy	14,682 +1,947	+15%	+$46K	﹤0.01%	987
2024 Q1	$312K	Sell	12,735 -62,874	-83%	-$1.45M	﹤0.01%	951
2023 Q4	$1.72M	Sell	75,609 -181,931	-71%	-$3.89M	0.01%	952
2023 Q3	$5.43M	Buy	257,540 +44,524	+21%	+$981K	0.03%	524
2023 Q2	$4.68M	Buy	+213,016	New	+$4.55M	0.03%	557

Other funds holding RDVI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

KAS

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

AE Wealth Management's RDVI Position: Q2 2026 in Review

AE Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 12% in Q2 2026, buying an estimated $114K and bringing the position to 37,237 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #879.

AE Wealth Management first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.43M in Q3 2023. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

AE Wealth Management held 37,237 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.09M as of Q2 2026.
AE Wealth Management bought 4,130 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $114K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #879 holding.
AE Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
AE Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $5.43M in Q3 2023.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.