ORG Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

ORG Partners’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
2025 Q4	$197K	Buy	7,500 +2,500	+50%	+$64.7K	0.03%	339
2025 Q3	$129K	Hold	5,000	–	–	0.02%	415
2025 Q2	$125K	Sell	5,000 -3,000	-38%	-$70.6K	0.03%	388
2025 Q1	$190K	Sell	8,000 -6,000	-43%	-$148K	0.05%	289
2024 Q4	$339K	Buy	+14,000	New	+$352K	0.05%	241

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ORG Partners's RDVI Position: Q4 2025 in Review

ORG Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 50% in Q4 2025, buying an estimated $64.7K and bringing the position to 7,500 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #339.

ORG Partners first reported a position in RDVI in Q4 2024 and has held it in 5 quarters since. The position peaked at $339K in Q4 2024. 281 funds tracked by Wall St. Rank hold RDVI as of Q4 2025.

ORG Partners held 7,500 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $197K as of Q4 2025.
ORG Partners bought 2,500 FT Vest Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $64.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #339 holding.
ORG Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 5 quarters since.
ORG Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $339K in Q4 2024.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.