Great Valley Advisor Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Great Valley Advisor Group’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	$611K	Buy	20,776 +1,105	+6%	+$30.5K	0.01%	652
2026 Q1	$503K	Buy	19,671 +1,681	+9%	+$44.9K	0.01%	684
2025 Q4	$472K	Buy	17,990 +82	+0.5%	+$2.12K	0.01%	646
2025 Q3	$463K	Sell	17,908 -230	-1%	-$5.8K	0.01%	642
2025 Q2	$448K	Buy	18,138 +2,415	+15%	+$56.8K	0.01%	637
2025 Q1	$373K	Sell	15,723 -59	-0.4%	-$1.46K	0.01%	660
2024 Q4	$382K	Buy	15,782 +6,376	+68%	+$160K	0.01%	633
2024 Q3	$232K	Buy	+9,406	New	+$226K	0.01%	760

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

Great Valley Advisor Group's RDVI Position: Q2 2026 in Review

Great Valley Advisor Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 5.6% in Q2 2026, buying an estimated $30.5K and bringing the position to 20,776 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #652.

Great Valley Advisor Group first reported a position in RDVI in Q3 2024 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Great Valley Advisor Group held 20,776 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $611K as of Q2 2026.
Great Valley Advisor Group bought 1,105 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $30.5K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #652 holding.
Great Valley Advisor Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.