Next Level Private’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Next Level Private’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	$1.46M	Buy	49,650 +1,976	+4%	+$54.6K	0.29%	62
2026 Q1	$1.22M	Buy	47,674 +2,134	+5%	+$57K	0.28%	64
2025 Q4	$1.19M	Buy	45,540 +9,261	+26%	+$240K	0.31%	59
2025 Q3	$945K	Buy	36,279 +11,173	+45%	+$282K	0.27%	64
2025 Q2	$620K	Sell	25,106 -2,740	-10%	-$64.4K	0.2%	75
2025 Q1	$661K	Buy	27,846 +3,436	+14%	+$84.9K	0.25%	70
2024 Q4	$592K	Buy	24,410 +11,876	+95%	+$299K	0.24%	70
2024 Q3	$309K	Buy	12,534 +1,693	+16%	+$40.6K	0.13%	106
2024 Q2	$253K	Buy	+10,841	New	+$256K	0.12%	113

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

Next Level Private's RDVI Position: Q2 2026 in Review

Next Level Private increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.1% in Q2 2026, buying an estimated $54.6K and bringing the position to 49,650 shares worth $1.46M. The position accounts for 0.29% of the portfolio, ranked #62.

Next Level Private first reported a position in RDVI in Q2 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Next Level Private held 49,650 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.46M as of Q2 2026.
Next Level Private bought 1,976 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $54.6K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.29% of Next Level Private's portfolio in Q2 2026, its #62 holding.
Next Level Private first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.