Foundations Investment Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Foundations Investment 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	$3.12M	Buy	106,281 +40,411	+61%	+$1.12M	0.03%	325
2026 Q1	$1.68M	Buy	65,870 +38,255	+139%	+$1.02M	0.02%	408
2025 Q4	$725K	Buy	27,615 +10,757	+64%	+$278K	0.01%	597
2025 Q3	$436K	Sell	16,858 -223	-1%	-$5.63K	0.01%	703
2025 Q2	$422K	Sell	17,081 -45,418	-73%	-$1.07M	0.01%	636
2025 Q1	$1.48M	Sell	62,499 -4,438	-7%	-$110K	0.03%	333
2024 Q4	$1.62M	Sell	66,937 -521	-0.8%	-$13.1K	0.03%	323
2024 Q3	$1.66M	Sell	67,458 -4,371	-6%	-$105K	0.03%	294
2024 Q2	$1.68M	Sell	71,829 -1,493	-2%	-$35.2K	0.04%	255
2024 Q1	$1.79M	Buy	73,322 +45,167	+160%	+$1.04M	0.05%	243
2023 Q4	$638K	Buy	28,155 +1,972	+8%	+$42.2K	0.02%	387
2023 Q3	$552K	Buy	+26,183	New	+$577K	0.02%	368

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

Foundations Investment Advisors's RDVI Position: Q2 2026 in Review

Foundations Investment Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 61% in Q2 2026, buying an estimated $1.12M and bringing the position to 106,281 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #325.

Foundations Investment Advisors first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Foundations Investment Advisors held 106,281 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $3.12M as of Q2 2026.
Foundations Investment Advisors bought 40,411 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.12M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #325 holding.
Foundations Investment Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 12 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.