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

Oxford Wealth 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	$7.3M	Buy	248,184 +38,199	+18%	+$1.05M	3.26%	7
2026 Q1	$5.37M	Sell	209,985 -31,015	-13%	-$829K	2.93%	8
2025 Q4	$6.32M	Buy	+241,000	New	+$6.24M	3.07%	7

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

Oxford Wealth Group's RDVI Position: Q2 2026 in Review

Oxford Wealth Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 18% in Q2 2026, buying an estimated $1.05M and bringing the position to 248,184 shares worth $7.3M. The position accounts for 3.26% of the portfolio, ranked #7.

Oxford Wealth Group first reported a position in RDVI in Q4 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Oxford Wealth Group held 248,184 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $7.3M as of Q2 2026.
Oxford Wealth Group bought 38,199 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.05M.
FT Vest Rising Dividend Achievers Target Income ETF made up 3.26% of Oxford Wealth Group's portfolio in Q2 2026, its #7 holding.
Oxford Wealth Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.