Kraft Davis & Associates’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Kraft Davis & Associates’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	$207K	Sell	7,244 -573	-7%	-$15.8K	0.04%	152
2026 Q1	$215K	Hold	7,817	–	–	0.05%	143
2025 Q4	$212K	Hold	7,817	–	–	0.05%	148
2025 Q3	$204K	Sell	7,817 -544	-7%	-$13.7K	0.05%	144
2025 Q2	$209K	Buy	+8,361	New	+$197K	0.06%	136
2025 Q1	–	Sell	-10,703	Closed	-$268K	–	144
2024 Q4	$268K	Hold	10,703	–	–	0.08%	113
2024 Q3	$263K	Buy	+10,703	New	+$257K	0.08%	117

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

Kraft Davis & Associates's RDVI Position: Q2 2026 in Review

Kraft Davis & Associates reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 7.3% in Q2 2026, selling an estimated $15.8K and leaving 7,244 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #152.

Kraft Davis & Associates first reported a position in RDVI in Q3 2024 and has held it in 7 quarters since. The position peaked at $268K in Q4 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Kraft Davis & Associates held 7,244 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $207K as of Q2 2026.
Kraft Davis & Associates sold 573 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $15.8K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of Kraft Davis & Associates's portfolio in Q2 2026, its #152 holding.
Kraft Davis & Associates first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 7 quarters since.
Kraft Davis & Associates's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $268K in Q4 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.