Focus Partners Wealth’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Focus Partners Wealth’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	$16.1M	Sell	546,374 -110,482	-17%	-$3.05M	0.02%	567
2026 Q1	$16.8M	Sell	656,856 -40,520	-6%	-$1.08M	0.02%	551
2025 Q4	$18.3M	Sell	697,376 -159,036	-19%	-$4.12M	0.02%	511
2025 Q3	$22.1M	Sell	856,412 -1,413	-0.2%	-$35.7K	0.04%	385
2025 Q2	$21.2M	Buy	+857,825	New	+$20.2M	0.05%	342

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

Focus Partners Wealth's RDVI Position: Q2 2026 in Review

Focus Partners Wealth reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 17% in Q2 2026, selling an estimated $3.05M and leaving 546,374 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #567.

Focus Partners Wealth first reported a position in RDVI in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.1M in Q3 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Focus Partners Wealth held 546,374 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $16.1M as of Q2 2026.
Focus Partners Wealth sold 110,482 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.05M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #567 holding.
Focus Partners Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
Focus Partners Wealth's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $22.1M in Q3 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.