Integrated Wealth Concepts’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Integrated Wealth Concepts’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	$18.7M	Buy	634,649 +55,056	+9%	+$1.52M	0.09%	212
2026 Q1	$14.8M	Buy	579,593 +216,296	+60%	+$5.78M	0.12%	176
2025 Q4	$9.53M	Sell	363,297 -157,440	-30%	-$4.07M	0.11%	165
2025 Q3	$13.5M	Buy	520,737 +205,272	+65%	+$5.18M	0.12%	158
2025 Q2	$7.8M	Sell	315,465 -4,025	-1%	-$94.7K	0.08%	242
2025 Q1	$7.58M	Buy	319,490 +24,796	+8%	+$612K	0.09%	229
2024 Q4	$7.14M	Buy	294,694 +14,590	+5%	+$367K	0.08%	230
2024 Q3	$6.9M	Buy	280,104 +53,581	+24%	+$1.29M	0.08%	224
2024 Q2	$5.3M	Buy	226,523 +36,808	+19%	+$869K	0.07%	249
2024 Q1	$4.64M	Buy	189,715 +74,651	+65%	+$1.73M	0.07%	278
2023 Q4	$2.66M	Buy	115,064 +14,362	+14%	+$307K	0.04%	379
2023 Q3	$2.12M	Buy	100,702 +27,716	+38%	+$611K	0.04%	431
2023 Q2	$1.6M	Buy	72,986 +33,237	+84%	+$709K	0.03%	534
2023 Q1	$853K	Buy	39,749 +25,357	+176%	+$559K	0.02%	675
2022 Q4	$306K	Buy	+14,392	New	+$311K	0.01%	813

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

Integrated Wealth Concepts's RDVI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 9.5% in Q2 2026, buying an estimated $1.52M and bringing the position to 634,649 shares worth $18.7M. The position accounts for 0.09% of the portfolio, ranked #212.

Integrated Wealth Concepts first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Integrated Wealth Concepts held 634,649 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $18.7M as of Q2 2026.
Integrated Wealth Concepts bought 55,056 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.52M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #212 holding.
Integrated Wealth Concepts first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.