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

Gateway 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 Q2	$5.06M	Sell	172,209 -150,429	-47%	-$4.15M	0.3%	88
2026 Q1	$8.24M	Buy	322,638 +167,789	+108%	+$4.48M	0.32%	87
2025 Q4	$4.06M	Sell	154,849 -14,529	-9%	-$376K	0.45%	61
2025 Q3	$4.38M	Buy	169,378 +2,525	+2%	+$63.7K	0.59%	51
2025 Q2	$4.12M	Buy	166,853 +4,424	+3%	+$104K	0.78%	35
2025 Q1	$3.85M	Buy	+162,429	New	+$4.01M	0.87%	29

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

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

Gateway Wealth Partners reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 47% in Q2 2026, selling an estimated $4.15M and leaving 172,209 shares worth $5.06M. The position accounts for 0.3% of the portfolio, ranked #88.

Gateway Wealth Partners first reported a position in RDVI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.24M in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Gateway Wealth Partners held 172,209 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.06M as of Q2 2026.
Gateway Wealth Partners sold 150,429 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $4.15M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.3% of Gateway Wealth Partners's portfolio in Q2 2026, its #88 holding.
Gateway Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
Gateway Wealth Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $8.24M in Q1 2026.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.