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

Harvest Investment 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	$1.09M	Sell	37,045 -1,019	-3%	-$28.1K	0.17%	145
2026 Q1	$973K	Buy	38,064 +901	+2%	+$24.1K	0.18%	126
2025 Q4	$975K	Sell	37,163 -6,712	-15%	-$174K	0.18%	127
2025 Q3	$1.13M	Sell	43,875 -6,758	-13%	-$171K	0.23%	111
2025 Q2	$1.25M	Sell	50,633 -14,433	-22%	-$339K	0.28%	97
2025 Q1	$1.54M	Sell	65,066 -39,530	-38%	-$976K	0.43%	54
2024 Q4	$2.54M	Buy	104,596 +35,752	+52%	+$900K	0.62%	43
2024 Q3	$1.7M	Buy	+68,844	New	+$1.65M	0.54%	52

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

Harvest Investment Services's RDVI Position: Q2 2026 in Review

Harvest Investment Services reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.7% in Q2 2026, selling an estimated $28.1K and leaving 37,045 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #145.

Harvest Investment Services first reported a position in RDVI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q4 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Harvest Investment Services held 37,045 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.09M as of Q2 2026.
Harvest Investment Services sold 1,019 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $28.1K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.17% of Harvest Investment Services's portfolio in Q2 2026, its #145 holding.
Harvest Investment Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
Harvest Investment Services's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.54M in Q4 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.