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Concurrent Investment Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Concurrent Investment Advisors’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 		$10.7M Buy
362,301
+16,867
+5% +$466K 0.09% 244
2026
Q1 		$8.83M Buy
345,434
+30,986
+10% +$828K 0.1% 232
2025
Q4 		$8.25M Buy
314,448
+58,476
+23% +$1.51M 0.09% 226
2025
Q3 		$6.62M Buy
255,972
+27,412
+12% +$692K 0.11% 191
2025
Q2 		$5.65M Buy
228,560
+36,805
+19% +$866K 0.11% 201
2025
Q1 		$4.55M Buy
191,755
+55,148
+40% +$1.36M 0.11% 204
2024
Q4 		$3.31M Buy
136,607
+72,317
+112% +$1.82M 0.09% 224
2024
Q3 		$1.58M Buy
64,290
+50,208
+357% +$1.2M 0.05% 368
2024
Q2 		$329K Buy
+14,082
New +$332K 0.01% 711

Other funds holding RDVI

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Concurrent Investment Advisors's RDVI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.9% in Q2 2026, buying an estimated $466K and bringing the position to 362,301 shares worth $10.7M. The position accounts for 0.09% of the portfolio, ranked #244.

Concurrent Investment Advisors first reported a position in RDVI in Q2 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Concurrent Investment Advisors held 362,301 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $10.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 16,867 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $466K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #244 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.