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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Integrated Wealth Concepts's RDVI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 60% in Q1 2026, buying an estimated $5.78M and bringing the position to 579,593 shares worth $14.8M. The position accounts for 0.12% of the portfolio, ranked #176.

Integrated Wealth Concepts first reported a position in RDVI in Q4 2022 and has held it in 14 quarters since. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

  • Integrated Wealth Concepts held 579,593 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $14.8M as of Q1 2026.
  • Integrated Wealth Concepts bought 216,296 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $5.78M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q1 2026, its #176 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 14 quarters since.
  • 281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.