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

Second Half 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 Q2	$18.5M	Hold	628,118	–	–	7.57%	5
2026 Q1	$16M	Hold	628,118	–	–	7.23%	5
2025 Q4	$16.5M	Hold	628,118	–	–	7.32%	5
2025 Q3	$16.2M	Sell	628,118 -6,072	-1%	-$153K	7.15%	6
2025 Q2	$15.7M	Buy	634,190 +13,759	+2%	+$324K	7.38%	6
2025 Q1	$14.7M	Sell	620,431 -114,230	-16%	-$2.82M	7.3%	6
2024 Q4	$17.8M	Buy	734,661 +347,438	+90%	+$8.74M	8.7%	4
2024 Q3	$9.54M	Sell	387,223 -13,379	-3%	-$321K	5.06%	3
2024 Q2	$9.37M	Buy	400,602 +133,132	+50%	+$3.14M	7.5%	3
2024 Q1	$6.55M	Buy	+267,470	New	+$6.18M	2.91%	7
2023 Q3	–	Sell	-191,791	Closed	-$4.21M	–	113
2023 Q2	$4.21M	Buy	+191,791	New	+$4.09M	0.96%	27

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

Second Half Financial Partners's RDVI Position: Q2 2026 in Review

Second Half Financial Partners held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 628,118 shares worth $18.5M. The position accounts for 7.57% of the portfolio, ranked #5.

Second Half Financial Partners first reported a position in RDVI in Q2 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Second Half Financial Partners held 628,118 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $18.5M as of Q2 2026.
Second Half Financial Partners left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 7.57% of Second Half Financial Partners's portfolio in Q2 2026, its #5 holding.
Second Half Financial Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 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 Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.