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

Novem 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	$763K	Buy	25,940 +6,226	+32%	+$172K	0.08%	227
2026 Q1	$504K	Buy	19,714 +1,080	+6%	+$28.9K	0.06%	269
2025 Q4	$489K	Buy	18,634 +543	+3%	+$14.1K	0.06%	265
2025 Q3	$468K	Sell	18,091 -211	-1%	-$5.32K	0.05%	273
2025 Q2	$452K	Sell	18,302 -3,383	-16%	-$79.6K	0.06%	266
2025 Q1	$514K	Buy	21,685 +460	+2%	+$11.4K	0.07%	224
2024 Q4	$515K	Buy	+21,225	New	+$534K	0.08%	225

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

Novem Group's RDVI Position: Q2 2026 in Review

Novem Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 32% in Q2 2026, buying an estimated $172K and bringing the position to 25,940 shares worth $763K. The position accounts for 0.08% of the portfolio, ranked #227.

Novem Group first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Novem Group held 25,940 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $763K as of Q2 2026.
Novem Group bought 6,226 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $172K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.08% of Novem Group's portfolio in Q2 2026, its #227 holding.
Novem Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.