Principal Securities’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Principal Securities’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	$8.51M	Buy	289,620 +7,935	+3%	+$219K	0.1%	182
2026 Q1	$7.2M	Buy	281,685 +10,938	+4%	+$292K	0.11%	178
2025 Q4	$7.1M	Sell	270,747 -19,140	-7%	-$495K	0.11%	173
2025 Q3	$7.49M	Sell	289,887 -15,455	-5%	-$390K	0.12%	154
2025 Q2	$7.55M	Buy	305,342 +299,958	+5,571%	+$7.05M	0.14%	144
2025 Q1	$131K	Hold	5,384	–	–	﹤0.01%	1316
2024 Q4	$131K	Sell	5,384 -61	-1%	-$1.53K	﹤0.01%	1316
2024 Q3	$134K	Buy	5,445 +1,162	+27%	+$27.9K	﹤0.01%	1256
2024 Q2	$100K	Buy	4,283 +3,513	+456%	+$82.9K	﹤0.01%	1332
2024 Q1	$18.9K	Buy	770 +458	+147%	+$10.6K	﹤0.01%	2035
2023 Q4	$7.2K	Buy	+312	New	+$6.68K	﹤0.01%	2399

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

Principal Securities's RDVI Position: Q2 2026 in Review

Principal Securities increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.8% in Q2 2026, buying an estimated $219K and bringing the position to 289,620 shares worth $8.51M. The position accounts for 0.1% of the portfolio, ranked #182.

Principal Securities first reported a position in RDVI in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Principal Securities held 289,620 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.51M as of Q2 2026.
Principal Securities bought 7,935 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $219K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.1% of Principal Securities's portfolio in Q2 2026, its #182 holding.
Principal Securities first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.