DHJJ Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

DHJJ Financial 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	$275K	Buy	9,358 +66	+0.7%	+$1.82K	0.08%	179
2026 Q1	$237K	Buy	9,292 +374	+4%	+$10K	0.08%	176
2025 Q4	$234K	Buy	8,918 +990	+12%	+$25.6K	0.08%	172
2025 Q3	$205K	Sell	7,928 -554	-7%	-$14K	0.07%	173
2025 Q2	$210K	Sell	8,482 -1,580	-16%	-$37.2K	0.08%	167
2025 Q1	$239K	Sell	10,062 -1,005	-9%	-$24.8K	0.1%	145
2024 Q4	$268K	Sell	11,067 -1,609	-13%	-$40.5K	0.1%	134
2024 Q3	$312K	Sell	12,676 -746	-6%	-$17.9K	0.12%	121
2024 Q2	$314K	Sell	13,422 -354	-3%	-$8.36K	0.13%	120
2024 Q1	$337K	Buy	13,776 +175	+1%	+$4.04K	0.15%	103
2023 Q4	$314K	Sell	13,601 -645	-5%	-$13.8K	0.15%	104
2023 Q3	$300K	Buy	14,246 +1,007	+8%	+$22.2K	0.15%	101
2023 Q2	$291K	Buy	13,239 +1,529	+13%	+$32.6K	0.15%	114
2023 Q1	$251K	Buy	+11,710	New	+$258K	0.14%	118

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

DHJJ Financial Advisors's RDVI Position: Q2 2026 in Review

DHJJ Financial Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.71% in Q2 2026, buying an estimated $1.82K and bringing the position to 9,358 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #179.

DHJJ Financial Advisors first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $337K in Q1 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

DHJJ Financial Advisors held 9,358 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $275K as of Q2 2026.
DHJJ Financial Advisors bought 66 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.82K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.08% of DHJJ Financial Advisors's portfolio in Q2 2026, its #179 holding.
DHJJ Financial Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
DHJJ Financial Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $337K in Q1 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.