Compass Financial Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Compass Financial Services’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	$4.71M	Buy	160,135 +7,571	+5%	+$209K	1.76%	17
2026 Q1	$3.9M	Buy	+152,564	New	+$4.08M	1.69%	17

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

Compass Financial Services's RDVI Position: Q2 2026 in Review

Compass Financial Services increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 5% in Q2 2026, buying an estimated $209K and bringing the position to 160,135 shares worth $4.71M. The position accounts for 1.76% of the portfolio, ranked #17.

Compass Financial Services first reported a position in RDVI in Q1 2026 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Compass Financial Services held 160,135 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.71M as of Q2 2026.
Compass Financial Services bought 7,571 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $209K.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.76% of Compass Financial Services's portfolio in Q2 2026, its #17 holding.
Compass Financial Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Compass Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.