CAPTRUST Financial Advisors
RDVI icon

CAPTRUST Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$390K Buy
+13,988
New +$406K ﹤0.01% 2431

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

CAPTRUST Financial Advisors's RDVI Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2026: 13,988 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #2431 among its holdings.

247 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

  • CAPTRUST Financial Advisors held 13,988 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $390K as of Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2431 holding.
  • 247 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.