MML Investors Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

MML Investors Services’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	$3.73M	Buy	146,144 +66,579	+84%	+$1.78M	0.01%	973
2025 Q4	$2.09M	Buy	79,565 +25,976	+48%	+$672K	0.01%	1350
2025 Q3	$1.39M	Buy	53,589 +15,807	+42%	+$399K	﹤0.01%	1522
2025 Q2	$934K	Sell	37,782 -11,490	-23%	-$270K	﹤0.01%	1705
2025 Q1	$1.17M	Sell	49,272 -16,797	-25%	-$415K	﹤0.01%	1479
2024 Q4	$1.6M	Sell	66,069 -6,870	-9%	-$173K	0.01%	1245
2024 Q3	$1.8M	Buy	72,939 +20,599	+39%	+$494K	0.01%	1149
2024 Q2	$1.22M	Buy	52,340 +4,635	+10%	+$109K	﹤0.01%	1292
2024 Q1	$1.17M	Buy	47,705 +11,987	+34%	+$277K	﹤0.01%	1327
2023 Q4	$824K	Sell	35,718 -35,894	-50%	-$768K	﹤0.01%	1471
2023 Q3	$1.51M	Buy	71,612 +38,606	+117%	+$851K	0.01%	1020
2023 Q2	$725K	Buy	+33,006	New	+$704K	﹤0.01%	1402

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MML Investors Services's RDVI Position: Q1 2026 in Review

MML Investors Services increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 84% in Q1 2026, buying an estimated $1.78M and bringing the position to 146,144 shares worth $3.73M. The position accounts for 0.01% of the portfolio, ranked #973.

MML Investors Services first reported a position in RDVI in Q2 2023 and has held it in 12 quarters since. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

MML Investors Services held 146,144 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $3.73M as of Q1 2026.
MML Investors Services bought 66,579 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $1.78M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #973 holding.
MML Investors Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 12 quarters since.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.