IFP Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

IFP Advisors’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	$7.04M	Buy	239,480 +54,139	+29%	+$1.49M	0.13%	184
2026 Q1	$4.74M	Buy	185,341 +52,389	+39%	+$1.4M	0.1%	227
2025 Q4	$3.49M	Buy	132,952 +20,314	+18%	+$526K	0.08%	275
2025 Q3	$2.91M	Buy	112,638 +38,567	+52%	+$973K	0.08%	287
2025 Q2	$1.83M	Sell	74,071 -5,733	-7%	-$135K	0.05%	377
2025 Q1	$1.89M	Buy	79,804 +8,924	+13%	+$220K	0.06%	366
2024 Q4	$1.72M	Buy	70,880 +11,149	+19%	+$281K	0.06%	363
2024 Q3	$1.47M	Buy	59,731 +18,507	+45%	+$444K	0.05%	381
2024 Q2	$964K	Buy	41,224 +5,066	+14%	+$120K	0.04%	449
2024 Q1	$885K	Buy	36,158 +30,815	+577%	+$712K	0.04%	436
2023 Q4	$123K	Buy	5,343 +500	+10%	+$10.7K	0.01%	1162
2023 Q3	$102K	Buy	4,843 +4,500	+1,312%	+$99.2K	﹤0.01%	1242
2023 Q2	$7.55K	Hold	343	–	–	﹤0.01%	2391
2023 Q1	$6.76K	Buy	+343	New	+$7.56K	﹤0.01%	2447

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

IFP Advisors's RDVI Position: Q2 2026 in Review

IFP Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 29% in Q2 2026, buying an estimated $1.49M and bringing the position to 239,480 shares worth $7.04M. The position accounts for 0.13% of the portfolio, ranked #184.

IFP Advisors first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

IFP Advisors held 239,480 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $7.04M as of Q2 2026.
IFP Advisors bought 54,139 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.49M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #184 holding.
IFP Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.