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

Stifel Financial’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	$75.9M	Buy	2,579,990 +124,313	+5%	+$3.43M	0.06%	295
2026 Q1	$62.7M	Buy	2,455,677 +195,372	+9%	+$5.22M	0.06%	314
2025 Q4	$59.3M	Buy	2,260,305 +41,090	+2%	+$1.06M	0.05%	329
2025 Q3	$57.4M	Buy	2,219,215 +76,224	+4%	+$1.92M	0.05%	332
2025 Q2	$53M	Buy	2,142,991 +670,345	+46%	+$15.8M	0.05%	336
2025 Q1	$34.9M	Buy	1,472,646 +13,200	+0.9%	+$326K	0.04%	396
2024 Q4	$35.4M	Buy	1,459,446 +150,171	+11%	+$3.78M	0.04%	402
2024 Q3	$32.3M	Buy	1,309,275 +122,266	+10%	+$2.93M	0.03%	422
2024 Q2	$27.8M	Buy	1,187,009 +165,189	+16%	+$3.9M	0.03%	443
2024 Q1	$25M	Buy	1,021,820 +256,877	+34%	+$5.94M	0.03%	469
2023 Q4	$17.7M	Buy	764,943 +83,535	+12%	+$1.79M	0.02%	563
2023 Q3	$14.4M	Buy	681,408 +368,480	+118%	+$8.12M	0.02%	584
2023 Q2	$6.88M	Buy	312,928 +298,933	+2,136%	+$6.38M	0.01%	883
2023 Q1	$300K	Buy	+13,995	New	+$308K	﹤0.01%	2815

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial's RDVI Position: Q2 2026 in Review

Stifel Financial increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 5.1% in Q2 2026, buying an estimated $3.43M and bringing the position to 2,579,990 shares worth $75.9M. The position accounts for 0.06% of the portfolio, ranked #295.

Stifel Financial first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Stifel Financial held 2,579,990 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $75.9M as of Q2 2026.
Stifel Financial bought 124,313 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.43M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Stifel Financial's portfolio in Q2 2026, its #295 holding.
Stifel Financial first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.