CreativeOne Wealth’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

CreativeOne Wealth’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	$1.46M	Buy	49,815 +4,691	+10%	+$130K	0.03%	450
2026 Q1	$1.15M	Buy	45,124 +5,807	+15%	+$155K	0.03%	525
2025 Q4	$1.03M	Buy	39,317 +14,973	+62%	+$387K	0.03%	546
2025 Q3	$629K	Sell	24,344 -12,732	-34%	-$321K	0.02%	695
2025 Q2	$916K	Sell	37,076 -11,757	-24%	-$277K	0.02%	560
2025 Q1	$1.16M	Buy	48,833 +603	+1%	+$14.9K	0.03%	433
2024 Q4	$1.17M	Buy	48,230 +57	+0.1%	+$1.43K	0.04%	421
2024 Q3	$1.19M	Buy	+48,173	New	+$1.16M	0.04%	388
2024 Q2	–	Sell	-38,595	Closed	-$945K	–	885
2024 Q1	$945K	Buy	+38,595	New	+$892K	0.04%	394

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

CreativeOne Wealth's RDVI Position: Q2 2026 in Review

CreativeOne Wealth increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 10% in Q2 2026, buying an estimated $130K and bringing the position to 49,815 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #450.

CreativeOne Wealth first reported a position in RDVI in Q1 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

CreativeOne Wealth held 49,815 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.46M as of Q2 2026.
CreativeOne Wealth bought 4,691 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $130K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #450 holding.
CreativeOne Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 9 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.