Janney Montgomery Scott’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Janney Montgomery Scott’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	$23M	Buy	781,655 +115,480	+17%	+$3.19M	0.04%	404
2026 Q1	$17M	Buy	666,175 +37,515	+6%	+$1M	0.04%	401
2025 Q4	$16.5M	Buy	628,660 +39,717	+7%	+$1.03M	0.04%	431
2025 Q3	$15.2M	Buy	588,943 +13,191	+2%	+$333K	0.04%	455
2025 Q2	$14.2M	Buy	575,752 +72,016	+14%	+$1.69M	0.04%	433
2025 Q1	$11.9M	Sell	503,736 -27,337	-5%	-$675K	0.03%	475
2024 Q4	$12.9M	Buy	531,073 +115,477	+28%	+$2.91M	0.04%	461
2024 Q3	$10.2M	Buy	415,596 +35,172	+9%	+$844K	0.03%	526
2024 Q2	$8.89M	Buy	380,424 +32,133	+9%	+$758K	0.03%	543
2024 Q1	$8.53M	Buy	348,291 +171,392	+97%	+$3.96M	0.03%	581
2023 Q4	$4.08M	Buy	176,899 +61,210	+53%	+$1.31M	0.01%	807
2023 Q3	$2.44M	Buy	115,689 +42,147	+57%	+$929K	0.01%	949
2023 Q2	$1.62M	Buy	73,542 +58,937	+404%	+$1.26M	0.01%	1177
2023 Q1	$314K	Buy	+14,605	New	+$322K	﹤0.01%	2020

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

Janney Montgomery Scott's RDVI Position: Q2 2026 in Review

Janney Montgomery Scott increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 17% in Q2 2026, buying an estimated $3.19M and bringing the position to 781,655 shares worth $23M. The position accounts for 0.04% of the portfolio, ranked #404.

Janney Montgomery Scott first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Janney Montgomery Scott held 781,655 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $23M as of Q2 2026.
Janney Montgomery Scott bought 115,480 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.19M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of Janney Montgomery Scott's portfolio in Q2 2026, its #404 holding.
Janney Montgomery Scott first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.