Plotkin Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Plotkin Financial Advisors’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	$1.49M	Buy	50,790 +4,642	+10%	+$128K	0.62%	31
2026 Q1	$1.18M	Buy	46,148 +4,410	+11%	+$118K	0.59%	35
2025 Q4	$1.1M	Buy	41,738 +6,966	+20%	+$180K	0.53%	36
2025 Q3	$899K	Buy	34,772 +915	+3%	+$23.1K	0.44%	39
2025 Q2	$837K	Buy	33,857 +4,099	+14%	+$96.4K	0.46%	37
2025 Q1	$706K	Buy	29,758 +17,906	+151%	+$442K	0.43%	40
2024 Q4	$287K	Buy	11,852 +475	+4%	+$12K	0.17%	73
2024 Q3	$280K	Buy	11,377 +385	+4%	+$9.24K	0.17%	75
2024 Q2	$257K	Buy	10,992 +2,560	+30%	+$60.4K	0.17%	72
2024 Q1	$206K	Buy	+8,432	New	+$195K	0.14%	86

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

Plotkin Financial Advisors's RDVI Position: Q2 2026 in Review

Plotkin Financial Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 10% in Q2 2026, buying an estimated $128K and bringing the position to 50,790 shares worth $1.49M. The position accounts for 0.62% of the portfolio, ranked #31.

Plotkin Financial Advisors first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Plotkin Financial Advisors held 50,790 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.49M as of Q2 2026.
Plotkin Financial Advisors bought 4,642 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $128K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.62% of Plotkin Financial Advisors's portfolio in Q2 2026, its #31 holding.
Plotkin Financial Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.