Kestra Private Wealth Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Kestra Private Wealth Services’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	$2.06M	Sell	69,985 -9,799	-12%	-$271K	0.02%	586
2026 Q1	$2.04M	Buy	79,784 +35,665	+81%	+$953K	0.03%	549
2025 Q4	$1.16M	Sell	44,119 -42	-0.1%	-$1.09K	0.01%	741
2025 Q3	$1.14M	Sell	44,161 -21,215	-32%	-$535K	0.01%	719
2025 Q2	$1.62M	Buy	65,376 +7,502	+13%	+$176K	0.02%	564
2025 Q1	$1.37M	Buy	57,874 +2,884	+5%	+$71.2K	0.02%	563
2024 Q4	$1.33M	Buy	54,990 +4,425	+9%	+$111K	0.02%	549
2024 Q3	$1.25M	Sell	50,565 -3,071	-6%	-$73.7K	0.02%	545
2024 Q2	$1.25M	Sell	53,636 -14,100	-21%	-$333K	0.03%	504
2024 Q1	$1.66M	Sell	67,736 -159,103	-70%	-$3.68M	0.04%	426
2023 Q4	$5.24M	Buy	226,839 +2,312	+1%	+$49.5K	0.13%	186
2023 Q3	$4.73M	Buy	224,527 +19,929	+10%	+$439K	0.15%	161
2023 Q2	$4.5M	Buy	204,598 +186,129	+1,008%	+$3.97M	0.15%	155
2023 Q1	$397K	Buy	+18,469	New	+$407K	0.02%	670

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

Kestra Private Wealth Services's RDVI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 12% in Q2 2026, selling an estimated $271K and leaving 69,985 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #586.

Kestra Private Wealth Services first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.24M in Q4 2023. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Kestra Private Wealth Services held 69,985 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.06M as of Q2 2026.
Kestra Private Wealth Services sold 9,799 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $271K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #586 holding.
Kestra Private Wealth Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
Kestra Private Wealth Services's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $5.24M in Q4 2023.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.