Sequent Planning’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Sequent Planning’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	$2.37M	Sell	80,741 -21,705	-21%	-$599K	0.51%	51
2026 Q1	$2.62M	Buy	102,446 +5,545	+6%	+$148K	0.63%	36
2025 Q4	$2.54M	Buy	96,901 +36,633	+61%	+$948K	0.65%	36
2025 Q3	$1.56M	Buy	60,268 +2,982	+5%	+$75.2K	0.44%	49
2025 Q2	$1.42M	Buy	57,286 +3,182	+6%	+$74.8K	0.45%	35
2025 Q1	$1.28M	Sell	54,104 -149	-0.3%	-$3.68K	0.46%	35
2024 Q4	$1.32M	Sell	54,253 -1,096	-2%	-$27.6K	0.48%	36
2024 Q3	$1.36M	Buy	55,349 +6,368	+13%	+$153K	0.47%	34
2024 Q2	$1.14M	Sell	48,981 -4,959	-9%	-$117K	0.39%	41
2024 Q1	$1.32M	Buy	+53,940	New	+$1.25M	0.48%	37

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

Sequent Planning's RDVI Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 21% in Q2 2026, selling an estimated $599K and leaving 80,741 shares worth $2.37M. The position accounts for 0.51% of the portfolio, ranked #51.

Sequent Planning first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.62M in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Sequent Planning held 80,741 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.37M as of Q2 2026.
Sequent Planning sold 21,705 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $599K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.51% of Sequent Planning's portfolio in Q2 2026, its #51 holding.
Sequent Planning first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.62M in Q1 2026.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.