Independent Advisor Alliance’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Independent Advisor Alliance’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	-1,146,879	Closed	-$29.3M	–	1500
2026 Q1	$29.3M	Buy	+1,146,879	New	+$30.7M	0.31%	64
2025 Q1	–	Sell	-403,123	Closed	-$9.77M	–	1240
2024 Q4	$9.77M	Buy	+403,123	New	+$10.1M	0.13%	170

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

Independent Advisor Alliance's RDVI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026, closing a stake of 1,146,879 shares — an estimated $29.3M sold.

Independent Advisor Alliance first reported a position in RDVI in Q4 2024 and held it in 2 quarters. The position peaked at $29.3M in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Independent Advisor Alliance reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,146,879 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $29.3M.
Independent Advisor Alliance first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $29.3M in Q1 2026.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.