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Retirement Planning Group (Kansas)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Retirement Planning Group (Kansas)’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 		$4.19M Buy
142,520
+15,321
+12% +$423K 0.11% 95
2026
Q1 		$3.25M Buy
127,199
+6,557
+5% +$175K 0.1% 92
2025
Q4 		$3.17M Buy
120,642
+11,979
+11% +$310K 0.1% 89
2025
Q3 		$2.81M Buy
108,663
+54,796
+102% +$1.38M 0.1% 89
2025
Q2 		$1.33M Buy
53,867
+9,701
+22% +$228K 0.06% 119
2025
Q1 		$1.05M Buy
44,166
+19,925
+82% +$492K 0.05% 127
2024
Q4 		$588K Buy
24,241
+9,241
+62% +$233K 0.03% 176
2024
Q3 		$370K Buy
15,000
+517
+4% +$12.4K 0.02% 198
2024
Q2 		$339K Buy
14,483
+3,183
+28% +$75.1K 0.02% 186
2024
Q1 		$277K Buy
11,300
+622
+6% +$14.4K 0.02% 185
2023
Q4 		$246K Sell
10,678
-232
-2% -$4.96K 0.02% 164
2023
Q3 		$230K Sell
10,910
-403
-4% -$8.88K 0.02% 146
2023
Q2 		$249K Buy
11,313
+1,935
+21% +$41.3K 0.02% 143
2023
Q1 		$201K Sell
9,378
-53
-0.6% -$1.17K 0.02% 145
2022
Q4 		$201K Buy
+9,431
New +$204K 0.02% 132

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Retirement Planning Group (Kansas)'s RDVI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 12% in Q2 2026, buying an estimated $423K and bringing the position to 142,520 shares worth $4.19M. The position accounts for 0.11% of the portfolio, ranked #95.

Retirement Planning Group (Kansas) first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Retirement Planning Group (Kansas) held 142,520 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.19M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 15,321 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $423K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.11% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #95 holding.
  • Retirement Planning Group (Kansas) first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.