Baird Financial Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Baird Financial Group’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	$36.9M	Buy	1,253,958 +76,194	+6%	+$2.1M	0.05%	244
2026 Q1	$30.1M	Buy	1,177,764 +177,292	+18%	+$4.74M	0.05%	264
2025 Q4	$26.3M	Buy	1,000,472 +37,777	+4%	+$978K	0.04%	305
2025 Q3	$24.9M	Sell	962,695 -57,480	-6%	-$1.45M	0.04%	320
2025 Q2	$25.2M	Buy	1,020,175 +95,466	+10%	+$2.25M	0.04%	314
2025 Q1	$21.9M	Buy	924,709 +117,772	+15%	+$2.91M	0.04%	330
2024 Q4	$19.6M	Buy	806,937 +53,534	+7%	+$1.35M	0.04%	350
2024 Q3	$18.6M	Buy	753,403 +27,803	+4%	+$667K	0.04%	356
2024 Q2	$17M	Buy	725,600 +454,679	+168%	+$10.7M	0.04%	361
2024 Q1	$6.63M	Buy	270,921 +4,781	+2%	+$110K	0.01%	592
2023 Q4	$6.14M	Buy	266,140 +179,789	+208%	+$3.85M	0.01%	598
2023 Q3	$1.82M	Buy	+86,351	New	+$1.9M	0.01%	936

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Baird Financial Group's RDVI Position: Q2 2026 in Review

Baird Financial Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 6.5% in Q2 2026, buying an estimated $2.1M and bringing the position to 1,253,958 shares worth $36.9M. The position accounts for 0.05% of the portfolio, ranked #244.

Baird Financial Group first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Baird Financial Group held 1,253,958 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $36.9M as of Q2 2026.
Baird Financial Group bought 76,194 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.1M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of Baird Financial Group's portfolio in Q2 2026, its #244 holding.
Baird Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 12 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.