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

Nations 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 Q2	$1.51M	Buy	51,258 +6,099	+14%	+$168K	0.07%	277
2026 Q1	$1.15M	Buy	45,159 +793	+2%	+$21.2K	0.06%	336
2025 Q4	$1.16M	Buy	44,366 +2,999	+7%	+$77.6K	0.06%	310
2025 Q3	$1.07M	Buy	41,367 +6,388	+18%	+$161K	0.07%	305
2025 Q2	$864K	Buy	34,979 +9,389	+37%	+$221K	0.06%	321
2025 Q1	$607K	Sell	25,590 -174,484	-87%	-$4.31M	0.05%	383
2024 Q4	$4.85M	Buy	200,074 +17,373	+10%	+$437K	0.35%	67
2024 Q3	$4.5M	Buy	182,701 +14,024	+8%	+$336K	0.33%	72
2024 Q2	$3.94M	Buy	168,677 +22,520	+15%	+$532K	0.32%	69
2024 Q1	$3.58M	Buy	146,157 +21,570	+17%	+$498K	0.3%	76
2023 Q4	$2.88M	Buy	124,587 +21,693	+21%	+$464K	0.27%	85
2023 Q3	$2.17M	Buy	102,894 +16,952	+20%	+$374K	0.22%	112
2023 Q2	$1.89M	Buy	+85,942	New	+$1.83M	0.19%	135

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

Nations Financial Group's RDVI Position: Q2 2026 in Review

Nations Financial Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 14% in Q2 2026, buying an estimated $168K and bringing the position to 51,258 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #277.

Nations Financial Group first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.85M in Q4 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Nations Financial Group held 51,258 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.51M as of Q2 2026.
Nations Financial Group bought 6,099 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $168K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #277 holding.
Nations Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
Nations Financial Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $4.85M in Q4 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.