Hazlett, Burt & Watson’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Hazlett, Burt & Watson’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	$273K	Buy	9,173 +230	+3%	+$6.35K	0.07%	229
2026 Q1	$227K	Hold	8,943	–	–	0.07%	232
2025 Q4	$232K	Buy	8,943 +3,219	+56%	+$83.3K	0.07%	231
2025 Q3	$148K	Buy	5,724 +2,850	+99%	+$71.9K	0.05%	267
2025 Q2	$70K	Buy	2,874 +1,082	+60%	+$25.4K	0.03%	329
2025 Q1	$43K	Buy	+1,792	New	+$44.3K	0.02%	379

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

Hazlett, Burt & Watson's RDVI Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.6% in Q2 2026, buying an estimated $6.35K and bringing the position to 9,173 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #229.

Hazlett, Burt & Watson first reported a position in RDVI in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Hazlett, Burt & Watson held 9,173 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $273K as of Q2 2026.
Hazlett, Burt & Watson bought 230 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $6.35K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.07% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #229 holding.
Hazlett, Burt & Watson first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.