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

LPL Financial’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	$376M	Buy	12,801,978 +1,464,961	+13%	+$40.5M	0.08%	232
2026 Q1	$290M	Buy	11,337,017 +1,301,363	+13%	+$34.8M	0.08%	258
2025 Q4	$263M	Buy	10,035,654 +762,029	+8%	+$19.7M	0.07%	261
2025 Q3	$240M	Buy	9,273,625 +1,468,585	+19%	+$37.1M	0.07%	271
2025 Q2	$193M	Buy	7,805,040 +915,735	+13%	+$21.5M	0.06%	282
2025 Q1	$163M	Buy	6,889,305 +912,535	+15%	+$22.5M	0.06%	290
2024 Q4	$145M	Buy	5,976,770 +657,819	+12%	+$16.6M	0.06%	291
2024 Q3	$131M	Buy	5,318,951 +786,394	+17%	+$18.9M	0.06%	291
2024 Q2	$106M	Buy	4,532,557 +629,409	+16%	+$14.9M	0.05%	315
2024 Q1	$95.5M	Buy	3,903,148 +833,732	+27%	+$19.3M	0.05%	329
2023 Q4	$70.8M	Sell	3,069,416 -70,284	-2%	-$1.5M	0.04%	388
2023 Q3	$66.2M	Buy	3,139,700 +1,241,782	+65%	+$27.4M	0.05%	361
2023 Q2	$41.7M	Buy	+1,897,918	New	+$40.5M	0.03%	499

Other funds holding RDVI

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LPL Financial's RDVI Position: Q2 2026 in Review

LPL Financial increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 13% in Q2 2026, buying an estimated $40.5M and bringing the position to 12,801,978 shares worth $376M. The position accounts for 0.08% of the portfolio, ranked #232.

LPL Financial first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

LPL Financial held 12,801,978 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $376M as of Q2 2026.
LPL Financial bought 1,464,961 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $40.5M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.08% of LPL Financial's portfolio in Q2 2026, its #232 holding.
LPL Financial first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.