Cresset Asset Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Cresset Asset Management’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	$357K	Buy	12,155 +270	+2%	+$7.46K	﹤0.01%	1308
2026 Q1	$304K	Sell	11,885 -84	-0.7%	-$2.25K	﹤0.01%	1263
2025 Q4	$314K	Buy	11,969 +108	+0.9%	+$2.79K	﹤0.01%	1276
2025 Q3	$307K	Buy	11,861 +2,663	+29%	+$67.2K	﹤0.01%	1225
2025 Q2	$227K	Buy	+9,198	New	+$216K	﹤0.01%	1250

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

Cresset Asset Management's RDVI Position: Q2 2026 in Review

Cresset Asset Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.3% in Q2 2026, buying an estimated $7.46K and bringing the position to 12,155 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Cresset Asset Management first reported a position in RDVI in Q2 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Cresset Asset Management held 12,155 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $357K as of Q2 2026.
Cresset Asset Management bought 270 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $7.46K.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1308 holding.
Cresset Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.