Next Level Wealth Planning
RDVI icon

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

Next Level Wealth Planning’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
Q3 		$16.5K Buy
+592
New +$17.2K 0.01% 291

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Next Level Wealth Planning's RDVI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2026: 592 shares worth $16.5K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings.

186 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

  • Next Level Wealth Planning held 592 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $16.5K as of Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Next Level Wealth Planning position in Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #291 holding.
  • 186 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.