D.A. Davidson & Co’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

D.A. Davidson & Co’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	$4.82M	Buy	163,866 +8,364	+5%	+$231K	0.03%	427
2026 Q1	$3.97M	Buy	155,502 +49,098	+46%	+$1.31M	0.02%	471
2025 Q4	$2.79M	Buy	106,404 +5,393	+5%	+$140K	0.02%	559
2025 Q3	$2.61M	Buy	101,011 +2,458	+2%	+$62K	0.02%	564
2025 Q2	$2.44M	Buy	98,553 +7,074	+8%	+$166K	0.02%	551
2025 Q1	$2.17M	Buy	91,479 +6,374	+7%	+$157K	0.02%	550
2024 Q4	$2.06M	Buy	85,105 +5,405	+7%	+$136K	0.02%	557
2024 Q3	$1.96M	Buy	79,700 +6,066	+8%	+$146K	0.02%	556
2024 Q2	$1.72M	Buy	73,634 +13,709	+23%	+$324K	0.02%	564
2024 Q1	$1.47M	Buy	59,925 +26,034	+77%	+$602K	0.01%	614
2023 Q4	$782K	Buy	+33,891	New	+$725K	0.01%	791

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

D.A. Davidson & Co's RDVI Position: Q2 2026 in Review

D.A. Davidson & Co increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 5.4% in Q2 2026, buying an estimated $231K and bringing the position to 163,866 shares worth $4.82M. The position accounts for 0.03% of the portfolio, ranked #427.

D.A. Davidson & Co first reported a position in RDVI in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

D.A. Davidson & Co held 163,866 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.82M as of Q2 2026.
D.A. Davidson & Co bought 8,364 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $231K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of D.A. Davidson & Co's portfolio in Q2 2026, its #427 holding.
D.A. Davidson & Co first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.