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

Clarus 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	$12.5M	Sell	425,643 -6,240	-1%	-$172K	4.24%	5
2026 Q1	$11M	Sell	431,883 -1,671	-0.4%	-$44.7K	3.96%	6
2025 Q4	$11.4M	Sell	433,554 -10,825	-2%	-$280K	4.1%	5
2025 Q3	$11.5M	Buy	444,379 +11,372	+3%	+$287K	3.99%	5
2025 Q2	$10.7M	Buy	+433,007	New	+$10.2M	3.93%	5

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

Clarus Group's RDVI Position: Q2 2026 in Review

Clarus Group reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.4% in Q2 2026, selling an estimated $172K and leaving 425,643 shares worth $12.5M. The position accounts for 4.24% of the portfolio, ranked #5.

Clarus Group first reported a position in RDVI in Q2 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Clarus Group held 425,643 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $12.5M as of Q2 2026.
Clarus Group sold 6,240 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $172K.
FT Vest Rising Dividend Achievers Target Income ETF made up 4.24% of Clarus Group's portfolio in Q2 2026, its #5 holding.
Clarus Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.