Stephens Inc’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Stephens Inc’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	$1.97M	Buy	67,173 +17,091	+34%	+$472K	0.02%	493
2026 Q1	$1.28M	Sell	50,082 -55,210	-52%	-$1.48M	0.02%	578
2025 Q4	$2.76M	Buy	105,292 +1,842	+2%	+$47.7K	0.03%	420
2025 Q3	$2.67M	Buy	103,450 +5,215	+5%	+$132K	0.03%	421
2025 Q2	$2.43M	Buy	98,235 +4,640	+5%	+$109K	0.03%	417
2025 Q1	$2.22M	Buy	93,595 +2,460	+3%	+$60.8K	0.03%	435
2024 Q4	$2.21M	Buy	91,135 +1,403	+2%	+$35.3K	0.03%	426
2024 Q3	$2.21M	Sell	89,732 -655	-0.7%	-$15.7K	0.03%	424
2024 Q2	$2.11M	Sell	90,387 -11,803	-12%	-$279K	0.03%	421
2024 Q1	$2.5M	Buy	102,190 +650	+0.6%	+$15K	0.04%	378
2023 Q4	$2.34M	Buy	101,540 +11,690	+13%	+$250K	0.04%	364
2023 Q3	$1.89M	Buy	89,850 +2,650	+3%	+$58.4K	0.04%	383
2023 Q2	$1.92M	Buy	87,200 +54,975	+171%	+$1.17M	0.03%	391
2023 Q1	$692K	Buy	+32,225	New	+$710K	0.01%	621

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

Stephens Inc's RDVI Position: Q2 2026 in Review

Stephens Inc increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 34% in Q2 2026, buying an estimated $472K and bringing the position to 67,173 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #493.

Stephens Inc first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.76M in Q4 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Stephens Inc held 67,173 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.97M as of Q2 2026.
Stephens Inc bought 17,091 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $472K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #493 holding.
Stephens Inc first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
Stephens Inc's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.76M in Q4 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.