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

Comprehensive Financial Planning’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	$1.41M	Sell	48,008 -911	-2%	-$25.2K	0.75%	38
2026 Q1	$1.25M	Buy	48,919 +5,478	+13%	+$146K	0.87%	33
2025 Q4	$1.14M	Sell	43,441 -627	-1%	-$16.2K	0.75%	34
2025 Q3	$1.14M	Buy	44,068 +798	+2%	+$20.1K	0.78%	34
2025 Q2	$1.07M	Buy	43,270 +1,899	+5%	+$44.7K	0.84%	31
2025 Q1	$981K	Buy	41,371 +657	+2%	+$16.2K	0.95%	27
2024 Q4	$987K	Buy	+40,714	New	+$1.02M	0.83%	28

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 Planning's RDVI Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.9% in Q2 2026, selling an estimated $25.2K and leaving 48,008 shares worth $1.41M. The position accounts for 0.75% of the portfolio, ranked #38.

Comprehensive Financial Planning first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Comprehensive Financial Planning held 48,008 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.41M as of Q2 2026.
Comprehensive Financial Planning sold 911 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $25.2K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.75% of Comprehensive Financial Planning's portfolio in Q2 2026, its #38 holding.
Comprehensive Financial Planning first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 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 Planning's 13F filing for Q2 2026, filed 10 Aug 2026.