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Regatta Research & Money Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Regatta Research & Money Management’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 		$22.5K Buy
+766
New +$21.2K 0.02% 400

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Regatta Research & Money Management's RDVI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 766 shares worth $22.5K. The stake represents 0.02% of the portfolio and ranks #400 among its holdings.

245 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Regatta Research & Money Management held 766 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $22.5K as of Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Regatta Research & Money Management position in Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #400 holding.
  • 245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.