Prospect Financial Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Prospect Financial Services’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	$234K	Buy	+7,966	New	+$220K	0.12%	102
2025 Q3	–	Sell	-8,578	Closed	-$212K	–	112
2025 Q2	$212K	Buy	+8,578	New	+$202K	0.13%	98

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

Prospect Financial Services's RDVI Position: Q2 2026 in Review

Prospect Financial Services opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 7,966 shares worth $234K. The stake represents 0.12% of the portfolio and ranks #102 among its holdings. This is a return to the name: Prospect Financial Services previously reported a position in RDVI as recently as Q2 2025.

Prospect Financial Services first reported a position in RDVI in Q2 2025 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Prospect Financial Services held 7,966 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $234K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Prospect Financial Services position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.12% of Prospect Financial Services's portfolio in Q2 2026, its #102 holding.
Prospect Financial Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 2 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.