Steward Partners Investment Advisory’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.8M Buy
604,216
+82,201
+16% +$2.27M 0.09% 218
2026
Q1
$13.3M Buy
522,015
+392,588
+303% +$10.5M 0.07% 268
2025
Q4
$3.4M Buy
129,427
+8,015
+7% +$207K 0.02% 601
2025
Q3
$3.14M Buy
121,412
+15,737
+15% +$397K 0.02% 618
2025
Q2
$2.61M Buy
105,675
+19,859
+23% +$467K 0.02% 623
2025
Q1
$2.04M Buy
85,816
+43,708
+104% +$1.08M 0.02% 656
2024
Q4
$1.02M Buy
42,108
+36,358
+632% +$915K 0.01% 867
2024
Q3
$142K Buy
5,750
+1,600
+39% +$38.4K ﹤0.01% 1698
2024
Q2
$97K Buy
4,150
+2,650
+177% +$62.6K ﹤0.01% 1797
2024
Q1
$36.7K Hold
1,500
﹤0.01% 2250
2023
Q4
$34.6K Buy
+1,500
New +$32.1K ﹤0.01% 2138

Other funds holding RDVI

Steward Partners Investment Advisory's RDVI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 16% in Q2 2026, buying an estimated $2.27M and bringing the position to 604,216 shares worth $17.8M. The position accounts for 0.09% of the portfolio, ranked #218.

Steward Partners Investment Advisory first reported a position in RDVI in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Steward Partners Investment Advisory held 604,216 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $17.8M as of Q2 2026.
  • Steward Partners Investment Advisory bought 82,201 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.27M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.09% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #218 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.