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Money Concepts Capital’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Money Concepts Capital’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 		$1.14M Buy
38,877
+25,852
+198% +$714K 0.05% 295
2026
Q1 		$333K Buy
+13,025
New +$348K 0.02% 447

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Money Concepts Capital's RDVI Position: Q2 2026 in Review

Money Concepts Capital increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 198% in Q2 2026, buying an estimated $714K and bringing the position to 38,877 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #295.

Money Concepts Capital first reported a position in RDVI in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Money Concepts Capital held 38,877 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.14M as of Q2 2026.
  • Money Concepts Capital bought 25,852 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $714K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of Money Concepts Capital's portfolio in Q2 2026, its #295 holding.
  • Money Concepts Capital first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.