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

Creative 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	$1.69M	Sell	57,313 -942	-2%	-$26K	﹤0.01%	2223
2026 Q1	$1.49M	Buy	58,255 +1,431	+3%	+$38.2K	﹤0.01%	2141
2025 Q4	$1.49M	Sell	56,824 -19,873	-26%	-$514K	﹤0.01%	1960
2025 Q3	$1.98M	Buy	76,697 +20,939	+38%	+$528K	﹤0.01%	1556
2025 Q2	$1.38M	Hold	55,758	–	–	﹤0.01%	1602
2025 Q1	$1.32M	Buy	+55,758	New	+$1.38M	﹤0.01%	1500

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

Creative Planning's RDVI Position: Q2 2026 in Review

Creative Planning reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.6% in Q2 2026, selling an estimated $26K and leaving 57,313 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Creative Planning first reported a position in RDVI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q3 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Creative Planning held 57,313 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.69M as of Q2 2026.
Creative Planning sold 942 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $26K.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2223 holding.
Creative Planning first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
Creative Planning's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.98M in Q3 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.