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

IFG 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	$504K	Buy	+17,146	New	+$473K	0.02%	605
2026 Q1	–	Sell	-17,146	Closed	-$450K	–	752
2025 Q4	$450K	Hold	17,146	–	–	0.02%	533
2025 Q3	$443K	Hold	17,146	–	–	0.02%	522
2025 Q2	$424K	Buy	+17,146	New	+$403K	0.02%	503
2025 Q1	–	Sell	-25,183	Closed	-$610K	–	718
2024 Q4	$610K	Buy	25,183 +6,885	+38%	+$173K	0.03%	377
2024 Q3	$451K	Buy	18,298 +4,478	+32%	+$107K	0.03%	340
2024 Q2	$323K	Buy	+13,820	New	+$326K	0.02%	496

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

IFG Advisory's RDVI Position: Q2 2026 in Review

IFG Advisory opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 17,146 shares worth $504K. The stake represents 0.02% of the portfolio and ranks #605 among its holdings. This is a return to the name: IFG Advisory previously reported a position in RDVI as recently as Q4 2025.

IFG Advisory first reported a position in RDVI in Q2 2024 and has held it in 7 quarters since. The position peaked at $610K in Q4 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

IFG Advisory held 17,146 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $504K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new IFG Advisory position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #605 holding.
IFG Advisory first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 7 quarters since.
IFG Advisory's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $610K 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.