Luken Investment Analytics’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Luken Investment Analytics’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	$8.62M	Sell	293,324 -67,334	-19%	-$1.86M	3.01%	12
2026 Q1	$9.21M	Sell	360,658 -277,927	-44%	-$7.43M	3.53%	11
2025 Q4	$16.8M	Buy	638,585 +10,833	+2%	+$280K	6.61%	6
2025 Q3	$16.2M	Buy	627,752 +151,442	+32%	+$3.82M	6.34%	5
2025 Q2	$11.8M	Sell	476,310 -192,293	-29%	-$4.52M	5.16%	8
2025 Q1	$15.9M	Buy	668,603 +286,132	+75%	+$7.07M	7.43%	3
2024 Q4	$9.27M	Sell	382,471 -523	-0.1%	-$13.2K	4.29%	8
2024 Q3	$9.44M	Buy	382,994 +374,698	+4,517%	+$8.99M	4.33%	8
2024 Q2	$194K	Buy	8,296 +1,161	+16%	+$27.4K	0.1%	49
2024 Q1	$175K	Buy	7,135 +396	+6%	+$9.15K	0.09%	47
2023 Q4	$156K	Hold	6,739	–	–	0.08%	49
2023 Q3	$142K	Buy	+6,739	New	+$149K	0.08%	50

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

Luken Investment Analytics's RDVI Position: Q2 2026 in Review

Luken Investment Analytics reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 19% in Q2 2026, selling an estimated $1.86M and leaving 293,324 shares worth $8.62M. The position accounts for 3.01% of the portfolio, ranked #12.

Luken Investment Analytics first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.8M in Q4 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Luken Investment Analytics held 293,324 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.62M as of Q2 2026.
Luken Investment Analytics sold 67,334 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.86M.
FT Vest Rising Dividend Achievers Target Income ETF made up 3.01% of Luken Investment Analytics's portfolio in Q2 2026, its #12 holding.
Luken Investment Analytics first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 12 quarters since.
Luken Investment Analytics's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $16.8M in Q4 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.