Chas P. Smith & Associates (CPS)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Chas P. Smith & Associates (CPS)’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	$221K	Buy	+7,500	New	+$207K	0.01%	182

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

Chas P. Smith & Associates (CPS)'s RDVI Position: Q2 2026 in Review

Chas P. Smith & Associates (CPS) opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 7,500 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Chas P. Smith & Associates (CPS) held 7,500 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $221K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Chas P. Smith & Associates (CPS) position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Chas P. Smith & Associates (CPS)'s portfolio in Q2 2026, its #182 holding.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q2 2026, filed 11 Sep 2026.