Gladstone Institutional Advisory’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Gladstone Institutional Advisory’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	$3.05M	Buy	103,859 +6,560	+7%	+$181K	0.1%	220
2026 Q1	$2.49M	Buy	97,299 +53,091	+120%	+$1.42M	0.09%	229
2025 Q4	$1.16M	Buy	44,208 +27,977	+172%	+$724K	0.04%	345
2025 Q3	$420K	Buy	16,231 +2,446	+18%	+$61.7K	0.02%	566
2025 Q2	$341K	Sell	13,785 -3,094	-18%	-$72.8K	0.01%	583
2025 Q1	$400K	Sell	16,879 -16,442	-49%	-$406K	0.02%	524
2024 Q4	$808K	Sell	33,321 -10,277	-24%	-$259K	0.04%	366
2024 Q3	$1.07M	Buy	43,598 +5,002	+13%	+$120K	0.05%	316
2024 Q2	$902K	Buy	38,596 +5,272	+16%	+$124K	0.05%	313
2024 Q1	$816K	Buy	33,324 +11,398	+52%	+$263K	0.04%	320
2023 Q4	$506K	Buy	21,926 +7,376	+51%	+$158K	0.03%	416
2023 Q3	$307K	Buy	+14,550	New	+$321K	0.02%	487

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

Gladstone Institutional Advisory's RDVI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 6.7% in Q2 2026, buying an estimated $181K and bringing the position to 103,859 shares worth $3.05M. The position accounts for 0.1% of the portfolio, ranked #220.

Gladstone Institutional Advisory 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.

Gladstone Institutional Advisory held 103,859 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $3.05M as of Q2 2026.
Gladstone Institutional Advisory bought 6,560 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $181K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #220 holding.
Gladstone Institutional Advisory 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.