Larson Financial Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Larson Financial Group’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	$133K	Buy	4,521 +182	+4%	+$5.03K	﹤0.01%	1035
2026 Q1	$111K	Sell	4,339 -719	-14%	-$19.2K	﹤0.01%	945
2025 Q4	$133K	Buy	5,058 +1,565	+45%	+$40.5K	﹤0.01%	828
2025 Q3	$90.3K	Buy	3,493 +1,650	+90%	+$41.6K	﹤0.01%	943
2025 Q2	$45.5K	Buy	1,843 +20	+1%	+$470	﹤0.01%	1107
2025 Q1	$43.2K	Buy	1,823 +20	+1%	+$494	﹤0.01%	1085
2024 Q4	$43.7K	Buy	1,803 +20	+1%	+$503	﹤0.01%	943
2024 Q3	$43.9K	Buy	1,783 +893	+100%	+$21.4K	﹤0.01%	947
2024 Q2	$20.8K	Hold	890	–	–	﹤0.01%	1037
2024 Q1	$21.8K	Hold	890	–	–	﹤0.01%	870
2023 Q4	$20.5K	Hold	890	–	–	﹤0.01%	848
2023 Q3	$18.8K	Buy	+890	New	+$19.6K	﹤0.01%	828

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

Larson Financial Group's RDVI Position: Q2 2026 in Review

Larson Financial Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.2% in Q2 2026, buying an estimated $5.03K and bringing the position to 4,521 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Larson Financial Group first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Larson Financial Group held 4,521 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $133K as of Q2 2026.
Larson Financial Group bought 182 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $5.03K.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1035 holding.
Larson Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 12 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.