Marshall Financial Group (Maryland)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Marshall Financial Group (Maryland)’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	$1.3M	Sell	44,351 -4,114	-8%	-$114K	0.19%	99
2026 Q1	$1.24M	Buy	48,465 +1,508	+3%	+$40.3K	0.2%	94
2025 Q4	$1.23M	Buy	46,957 +7,390	+19%	+$191K	0.24%	90
2025 Q3	$1.02M	Sell	39,567 -4,859	-11%	-$123K	0.2%	127
2025 Q2	$1.1M	Buy	44,426 +6,880	+18%	+$162K	0.22%	106
2025 Q1	$891K	Sell	37,546 -4,421	-11%	-$109K	0.19%	128
2024 Q4	$1.02M	Buy	41,967 +3,657	+10%	+$92K	0.25%	106
2024 Q3	$944K	Buy	38,310 +1,051	+3%	+$25.2K	0.23%	123
2024 Q2	$871K	Buy	37,259 +19,063	+105%	+$450K	0.24%	108
2024 Q1	$445K	Buy	18,196 +1,548	+9%	+$35.8K	0.13%	131
2023 Q4	$384K	Buy	16,648 +360	+2%	+$7.7K	0.12%	137
2023 Q3	$343K	Buy	16,288 +1,696	+12%	+$37.4K	0.12%	141
2023 Q2	$321K	Buy	+14,592	New	+$311K	0.11%	141

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

Marshall Financial Group (Maryland)'s RDVI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 8.5% in Q2 2026, selling an estimated $114K and leaving 44,351 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #99.

Marshall Financial Group (Maryland) 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.

Marshall Financial Group (Maryland) held 44,351 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.3M as of Q2 2026.
Marshall Financial Group (Maryland) sold 4,114 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $114K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.19% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #99 holding.
Marshall Financial Group (Maryland) 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 Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.