Guardian Wealth Advisors (North Carolina)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-7,000	Closed	-$179K	–	541
2026 Q1	$179K	Buy	+7,000	New	+$187K	0.01%	355
2025 Q3	–	Sell	-7,000	Closed	-$173K	–	498
2025 Q2	$173K	Hold	7,000	–	–	0.01%	336
2025 Q1	$166K	Hold	7,000	–	–	0.01%	323
2024 Q4	$170K	Hold	7,000	–	–	0.01%	319
2024 Q3	$172K	Hold	7,000	–	–	0.02%	272
2024 Q2	$164K	Sell	7,000 -1,500	-18%	-$35.4K	0.02%	261
2024 Q1	$208K	Hold	8,500	–	–	0.03%	263
2023 Q4	$196K	Hold	8,500	–	–	0.03%	245
2023 Q3	$179K	Hold	8,500	–	–	0.03%	241
2023 Q2	$187K	Hold	8,500	–	–	0.03%	228
2023 Q1	$182K	Hold	8,500	–	–	0.03%	216
2022 Q4	$181K	Buy	+8,500	New	+$184K	0.03%	204

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

Guardian Wealth Advisors (North Carolina)'s RDVI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026, closing a stake of 7,000 shares — an estimated $179K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RDVI in Q4 2022 and held it in 12 quarters. The position peaked at $208K in Q1 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 7,000 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $179K.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and held it in 12 quarters.
Guardian Wealth Advisors (North Carolina)'s FT Vest Rising Dividend Achievers Target Income ETF position peaked at $208K in Q1 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.