Root Financial Partners
RDVI icon

Root Financial Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Root Financial Partners’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
Q3 		$84 Buy
+3
New +$87 ﹤0.01% 3666

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's RDVI Position: Q3 2026 in Review

Root Financial Partners opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2026: 3 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #3666 among its holdings.

292 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

  • Root Financial Partners held 3 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $84 as of Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Root Financial Partners position in Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3666 holding.
  • 292 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.