Morgan Stanley’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Morgan Stanley’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	$894K	Buy	30,410 +15,069	+98%	+$416K	﹤0.01%	5261
2026 Q1	$392K	Sell	15,341 -488	-3%	-$13K	﹤0.01%	5594
2025 Q4	$415K	Buy	15,829 +644	+4%	+$16.7K	﹤0.01%	5600
2025 Q3	$393K	Buy	15,185 +2,493	+20%	+$62.9K	﹤0.01%	5614
2025 Q2	$314K	Buy	12,692 +110	+0.9%	+$2.59K	﹤0.01%	5665
2025 Q1	$298K	Buy	12,582 +2,599	+26%	+$64.2K	﹤0.01%	5563
2024 Q4	$242K	Buy	9,983 +2,338	+31%	+$58.8K	﹤0.01%	5716
2024 Q3	$188K	Buy	7,645 +7,643	+382,150%	+$183K	﹤0.01%	5775
2024 Q2	$47	Buy	+2	New	+$47	﹤0.01%	7518

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

Morgan Stanley's RDVI Position: Q2 2026 in Review

Morgan Stanley increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 98% in Q2 2026, buying an estimated $416K and bringing the position to 30,410 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #5261.

Morgan Stanley first reported a position in RDVI in Q2 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Morgan Stanley held 30,410 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $894K as of Q2 2026.
Morgan Stanley bought 15,069 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $416K.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5261 holding.
Morgan Stanley first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.