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

Downshift Financial’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 Q3	$697	Buy	+25	New	+$726	﹤0.01%	559

Other funds holding RDVI

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

Downshift Financial's RDVI Position: Q3 2026 in Review

Downshift Financial opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2026: 25 shares worth $697. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

70 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Downshift Financial held 25 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $697 as of Q3 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Downshift Financial position in Q3 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #559 holding.
70 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.