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

Midwest 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 Q1	–	Sell	-9,853	Closed	-$259K	–	127
2025 Q4	$259K	Sell	9,853 -100,309	-91%	-$2.6M	0.11%	107
2025 Q3	$2.85M	Buy	110,162 +1,567	+1%	+$39.5K	1.36%	20
2025 Q2	$2.68M	Sell	108,595 -122,923	-53%	-$2.89M	1.41%	22
2025 Q1	$5.49M	Sell	231,518 -42,472	-16%	-$1.05M	3.19%	7
2024 Q4	$6.64M	Buy	273,990 +3,854	+1%	+$97K	3.81%	5
2024 Q3	$6.66M	Buy	270,136 +5,835	+2%	+$140K	3.91%	6
2024 Q2	$6.18M	Buy	264,301 +7,469	+3%	+$176K	3.93%	5
2024 Q1	$6.29M	Sell	256,832 -18,903	-7%	-$437K	4.22%	5
2023 Q4	$6.36M	Sell	275,735 -16,928	-6%	-$362K	4.75%	3
2023 Q3	$6.17M	Buy	292,663 +12,696	+5%	+$280K	5.22%	3
2023 Q2	$6.15M	Buy	+279,967	New	+$5.97M	5.21%	3

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Midwest Financial Group's RDVI Position: Q1 2026 in Review

Midwest Financial Group sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026, closing a stake of 9,853 shares — an estimated $259K sold.

Midwest Financial Group first reported a position in RDVI in Q2 2023 and held it in 11 quarters. The position peaked at $6.66M in Q3 2024. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Midwest Financial Group reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
Midwest Financial Group sold 9,853 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $259K.
Midwest Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and held it in 11 quarters.
Midwest Financial Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $6.66M in Q3 2024.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.