AFT Forsyth & Company’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

AFT Forsyth & Company’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	$398K	Buy	13,544 +417	+3%	+$11.5K	0.19%	80
2026 Q1	$335K	Buy	13,127 +1,117	+9%	+$29.9K	0.16%	96
2025 Q4	$315K	Buy	+12,010	New	+$311K	0.14%	101

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

AFT Forsyth & Company's RDVI Position: Q2 2026 in Review

AFT Forsyth & Company increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 13,544 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #80.

AFT Forsyth & Company first reported a position in RDVI in Q4 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

AFT Forsyth & Company held 13,544 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $398K as of Q2 2026.
AFT Forsyth & Company bought 417 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $11.5K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.19% of AFT Forsyth & Company's portfolio in Q2 2026, its #80 holding.
AFT Forsyth & Company first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.