Patriot Financial Group Insurance Agency’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Patriot Financial Group Insurance Agency’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	$5.53M	Sell	187,978 -139,250	-43%	-$3.85M	0.57%	43
2026 Q1	$8.36M	Buy	327,228 +171,510	+110%	+$4.58M	0.47%	50
2025 Q4	$4.09M	Buy	155,718 +4,574	+3%	+$118K	0.49%	55
2025 Q3	$3.91M	Buy	151,144 +6,468	+4%	+$163K	0.5%	51
2025 Q2	$3.57M	Buy	144,676 +22,646	+19%	+$533K	0.41%	58
2025 Q1	$2.89M	Buy	122,030 +23,646	+24%	+$584K	0.39%	58
2024 Q4	$2.38M	Buy	98,384 +10,380	+12%	+$261K	0.32%	70
2024 Q3	$2.17M	Buy	88,004 +64,610	+276%	+$1.55M	0.29%	77
2024 Q2	$547K	Buy	23,394 +1,018	+5%	+$24K	0.08%	261
2024 Q1	$548K	Sell	22,376 -7,964	-26%	-$184K	0.09%	257
2023 Q4	$700K	Buy	30,340 +5,292	+21%	+$113K	0.13%	184
2023 Q3	$528K	Buy	25,048 +5,858	+31%	+$129K	0.11%	221
2023 Q2	$422K	Buy	19,190 +4,691	+32%	+$100K	0.08%	275
2023 Q1	$311K	Buy	+14,499	New	+$320K	0.06%	326

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

Patriot Financial Group Insurance Agency's RDVI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 43% in Q2 2026, selling an estimated $3.85M and leaving 187,978 shares worth $5.53M. The position accounts for 0.57% of the portfolio, ranked #43.

Patriot Financial Group Insurance Agency first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.36M in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Patriot Financial Group Insurance Agency held 187,978 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.53M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 139,250 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.85M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.57% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #43 holding.
Patriot Financial Group Insurance Agency first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
Patriot Financial Group Insurance Agency's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $8.36M 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 Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.