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

&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
2026 Q2	$8.6M	Sell	292,479 -46,431	-14%	-$1.28M	0.04%	428
2026 Q1	$8.67M	Buy	338,910 +15,775	+5%	+$422K	0.04%	367
2025 Q4	$8.48M	Buy	323,135 +128,825	+66%	+$3.33M	0.04%	347
2025 Q3	$5.03M	Buy	194,310 +167,788	+633%	+$4.23M	0.03%	420
2025 Q2	$655K	Sell	26,522 -175,203	-87%	-$4.12M	0.01%	1205
2025 Q1	$4.74M	Buy	201,725 +48,659	+32%	+$1.2M	0.05%	306
2024 Q4	$3.75M	Buy	153,066 +28,297	+23%	+$712K	0.04%	335
2024 Q3	$3.16M	Buy	+124,769	New	+$2.99M	0.06%	280

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

&Partners's RDVI Position: Q2 2026 in Review

&Partners reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 14% in Q2 2026, selling an estimated $1.28M and leaving 292,479 shares worth $8.6M. The position accounts for 0.04% of the portfolio, ranked #428.

&Partners first reported a position in RDVI in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.67M in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

&Partners held 292,479 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.6M as of Q2 2026.
&Partners sold 46,431 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.28M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #428 holding.
&Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $8.67M in Q1 2026.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.