Comprehensive Financial Consultants Institutional’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Comprehensive Financial Consultants Institutional’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	$475K	Hold	16,172	–	–	0.13%	140
2026 Q1	$413K	Hold	16,172	–	–	0.12%	143
2025 Q4	$424K	Buy	16,172 +220	+1%	+$5.69K	0.13%	135
2025 Q3	$412K	Hold	15,952	–	–	0.13%	135
2025 Q2	$394K	Hold	15,952	–	–	0.13%	138
2025 Q1	$378K	Hold	15,952	–	–	0.13%	132
2024 Q4	$387K	Hold	15,952	–	–	0.14%	131
2024 Q3	$393K	Hold	15,952	–	–	0.14%	133
2024 Q2	$373K	Hold	15,952	–	–	0.15%	132
2024 Q1	$391K	Hold	15,952	–	–	0.16%	127
2023 Q4	$368K	Buy	15,952 +2,012	+14%	+$43.1K	0.17%	125
2023 Q3	$294K	Buy	13,940 +2,750	+25%	+$60.6K	0.15%	131
2023 Q2	$251K	Buy	+11,190	New	+$239K	0.13%	140

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

Comprehensive Financial Consultants Institutional's RDVI Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 16,172 shares worth $475K. The position accounts for 0.13% of the portfolio, ranked #140.

Comprehensive Financial Consultants Institutional first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Comprehensive Financial Consultants Institutional held 16,172 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $475K as of Q2 2026.
Comprehensive Financial Consultants Institutional left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.13% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #140 holding.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.