&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 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

&Partners's RDVI Position: Q1 2026 in Review

&Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.9% in Q1 2026, buying an estimated $422K and bringing the position to 338,910 shares worth $8.67M. The position accounts for 0.04% of the portfolio, ranked #367.

&Partners first reported a position in RDVI in Q3 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

&Partners held 338,910 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.67M as of Q1 2026.
&Partners bought 15,775 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $422K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #367 holding.
&Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.