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

Forefront Wealth Partners’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 Q1	$643K	Buy	25,174 +93	+0.4%	+$2.49K	0.27%	84
2025 Q4	$658K	Buy	25,081 +443	+2%	+$11.5K	0.31%	72
2025 Q3	$637K	Buy	+24,638	New	+$622K	0.16%	113

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Forefront Wealth Partners's RDVI Position: Q1 2026 in Review

Forefront Wealth Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.37% in Q1 2026, buying an estimated $2.49K and bringing the position to 25,174 shares worth $643K. The position accounts for 0.27% of the portfolio, ranked #84.

Forefront Wealth Partners first reported a position in RDVI in Q3 2025 and has held it in 3 quarters since. The position peaked at $658K in Q4 2025. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Forefront Wealth Partners held 25,174 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $643K as of Q1 2026.
Forefront Wealth Partners bought 93 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $2.49K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.27% of Forefront Wealth Partners's portfolio in Q1 2026, its #84 holding.
Forefront Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 3 quarters since.
Forefront Wealth Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $658K in Q4 2025.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.