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

Prosperity Financial Group’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	$4.74M	Buy	161,312 +4,857	+3%	+$134K	1.47%	17
2026 Q1	$4M	Buy	156,455 +4,358	+3%	+$116K	1.48%	17
2025 Q4	$3.99M	Sell	152,097 -3,182	-2%	-$82.3K	1.44%	20
2025 Q3	$4.01M	Buy	155,279 +14,390	+10%	+$363K	1.47%	17
2025 Q2	$3.48M	Buy	140,889 +10,765	+8%	+$253K	1.48%	18
2025 Q1	$3.09M	Buy	130,124 +27,951	+27%	+$690K	1.54%	17
2024 Q4	$2.48M	Sell	102,173 -2,308	-2%	-$58.1K	1.23%	26
2024 Q3	$2.57M	Buy	104,481 +15,334	+17%	+$368K	1.44%	19
2024 Q2	$2.08M	Buy	89,147 +17,947	+25%	+$424K	1.32%	20
2024 Q1	$1.74M	Sell	71,200 -226,796	-76%	-$5.24M	1.08%	28
2023 Q4	$6.88M	Sell	297,996 -10,973	-4%	-$235K	4.77%	4
2023 Q3	$6.51M	Buy	308,969 +209,794	+212%	+$4.62M	5.38%	4
2023 Q2	$2.18M	Buy	+99,175	New	+$2.12M	1.92%	11

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

Prosperity Financial Group's RDVI Position: Q2 2026 in Review

Prosperity Financial Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.1% in Q2 2026, buying an estimated $134K and bringing the position to 161,312 shares worth $4.74M. The position accounts for 1.47% of the portfolio, ranked #17.

Prosperity Financial Group first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.88M in Q4 2023. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Prosperity Financial Group held 161,312 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.74M as of Q2 2026.
Prosperity Financial Group bought 4,857 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $134K.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.47% of Prosperity Financial Group's portfolio in Q2 2026, its #17 holding.
Prosperity Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
Prosperity Financial Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $6.88M in Q4 2023.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.