Garden State Investment Advisory Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Garden State Investment Advisory Services’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	$1.59M	Buy	54,129 +2,733	+5%	+$75.5K	0.29%	77
2026 Q1	$1.31M	Buy	51,396 +3,465	+7%	+$92.6K	0.29%	77
2025 Q4	$1.26M	Buy	47,931 +4,708	+11%	+$122K	0.28%	72
2025 Q3	$1.12M	Buy	43,223 +12,712	+42%	+$321K	0.25%	79
2025 Q2	$754K	Sell	30,511 -1,719	-5%	-$40.4K	0.19%	104
2025 Q1	$764K	Sell	32,230 -2,550	-7%	-$63K	0.24%	85
2024 Q4	$843K	Sell	34,780 -1,915	-5%	-$48.2K	0.25%	77
2024 Q3	$904K	Buy	36,695 +2,065	+6%	+$49.5K	0.29%	71
2024 Q2	$810K	Sell	34,630 -9,330	-21%	-$220K	0.28%	74
2024 Q1	$1.07M	Sell	43,960 -19,100	-30%	-$441K	0.39%	52
2023 Q4	$1.46M	Sell	63,060 -2,865	-4%	-$61.3K	0.58%	40
2023 Q3	$1.39M	Buy	65,925 +2,125	+3%	+$46.8K	0.64%	33
2023 Q2	$1.4M	Buy	63,800 +6,330	+11%	+$135K	0.55%	35
2023 Q1	$1.23M	Buy	57,470 +26,370	+85%	+$581K	0.53%	36
2022 Q4	$662K	Buy	+31,100	New	+$671K	0.39%	61

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

Garden State Investment Advisory Services's RDVI Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 5.3% in Q2 2026, buying an estimated $75.5K and bringing the position to 54,129 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #77.

Garden State Investment Advisory Services first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Garden State Investment Advisory Services held 54,129 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.59M as of Q2 2026.
Garden State Investment Advisory Services bought 2,733 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $75.5K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.29% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #77 holding.
Garden State Investment Advisory Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.