Independent Wealth Network’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Independent Wealth Network’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	$487K	Sell	16,564 -60	-0.4%	-$1.66K	0.12%	184
2026 Q1	$425K	Buy	16,624 +628	+4%	+$16.8K	0.13%	181
2025 Q4	$420K	Sell	15,996 -853	-5%	-$22.1K	0.13%	172
2025 Q3	$436K	Sell	16,849 -405	-2%	-$10.2K	0.14%	167
2025 Q2	$426K	Buy	17,254 +340	+2%	+$8K	0.16%	153
2025 Q1	$401K	Buy	16,914 +3,574	+27%	+$88.3K	0.16%	150
2024 Q4	$323K	Buy	13,340 +2,752	+26%	+$69.3K	0.13%	169
2024 Q3	$261K	Buy	+10,588	New	+$254K	0.12%	182

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 Wealth Network's RDVI Position: Q2 2026 in Review

Independent Wealth Network reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.36% in Q2 2026, selling an estimated $1.66K and leaving 16,564 shares worth $487K. The position accounts for 0.12% of the portfolio, ranked #184.

Independent Wealth Network first reported a position in RDVI in Q3 2024 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Independent Wealth Network held 16,564 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $487K as of Q2 2026.
Independent Wealth Network sold 60 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.66K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.12% of Independent Wealth Network's portfolio in Q2 2026, its #184 holding.
Independent Wealth Network first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.