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Sowell Financial Services’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-9,186
Closed -$241K – 1178
2025
Q4 		$241K Buy
+9,186
New +$238K 0.01% 927
2024
Q4 		– Sell
-55,985
Closed -$1.38M – 583
2024
Q3 		$1.38M Buy
+55,985
New +$1.34M 0.06% 295

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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Sowell Financial Services's RDVI Position: Q1 2026 in Review

Sowell Financial Services sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026, closing a stake of 9,186 shares — an estimated $241K sold.

Sowell Financial Services first reported a position in RDVI in Q3 2024 and held it in 2 quarters. The position peaked at $1.38M in Q3 2024. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

  • Sowell Financial Services reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 9,186 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $241K.
  • Sowell Financial Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and held it in 2 quarters.
  • Sowell Financial Services's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.38M in Q3 2024.
  • 282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.