First Heartland Consultants’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

First Heartland Consultants’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	$470K	Sell	15,974 -470	-3%	-$13K	0.03%	335
2026 Q1	$420K	Hold	16,444	–	–	0.03%	319
2025 Q4	$431K	Hold	16,444	–	–	0.03%	324
2025 Q3	$425K	Sell	16,444 -300	-2%	-$7.57K	0.03%	319
2025 Q2	$414K	Sell	16,744 -1,055	-6%	-$24.8K	0.04%	313
2025 Q1	$422K	Sell	17,799 -500	-3%	-$12.3K	0.04%	268
2024 Q4	$444K	Sell	18,299 -6,109	-25%	-$154K	0.05%	261
2024 Q3	$601K	Sell	24,408 -915	-4%	-$22K	0.06%	209
2024 Q2	$592K	Buy	25,323 +6,466	+34%	+$153K	0.04%	234
2024 Q1	$462K	Sell	18,857 -5,940	-24%	-$137K	0.05%	259
2023 Q4	$572K	Sell	24,797 -6,965	-22%	-$149K	0.07%	198
2023 Q3	$669K	Sell	31,762 -42,405	-57%	-$934K	0.08%	175
2023 Q2	$1.63M	Buy	+74,167	New	+$1.58M	0.21%	103

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

First Heartland Consultants's RDVI Position: Q2 2026 in Review

First Heartland Consultants reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.9% in Q2 2026, selling an estimated $13K and leaving 15,974 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #335.

First Heartland Consultants first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q2 2023. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

First Heartland Consultants held 15,974 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $470K as of Q2 2026.
First Heartland Consultants sold 470 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $13K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #335 holding.
First Heartland Consultants first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
First Heartland Consultants's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.63M in Q2 2023.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.