Independent Financial Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Independent Financial Group’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	$3.84M	Sell	130,550 -46,226	-26%	-$1.28M	0.07%	270
2026 Q1	$4.52M	Buy	176,776 +26,651	+18%	+$712K	0.1%	197
2025 Q4	$3.94M	Buy	150,125 +21,753	+17%	+$563K	0.09%	215
2025 Q3	$3.32M	Buy	128,372 +53,062	+70%	+$1.34M	0.08%	237
2025 Q2	$1.86M	Buy	75,310 +41,866	+125%	+$985K	0.05%	365
2025 Q1	$793K	Buy	33,444 +20,085	+150%	+$496K	0.03%	551
2024 Q4	$324K	Buy	13,359 +66	+0.5%	+$1.66K	0.01%	872
2024 Q3	$328K	Buy	13,293 +381	+3%	+$9.14K	0.01%	837
2024 Q2	$302K	Buy	12,912 +3,280	+34%	+$77.4K	0.01%	833
2024 Q1	$236K	Buy	+9,632	New	+$223K	0.01%	896

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 Financial Group's RDVI Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 26% in Q2 2026, selling an estimated $1.28M and leaving 130,550 shares worth $3.84M. The position accounts for 0.07% of the portfolio, ranked #270.

Independent Financial Group first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.52M in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Independent Financial Group held 130,550 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $3.84M as of Q2 2026.
Independent Financial Group sold 46,226 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.28M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #270 holding.
Independent Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $4.52M 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.