Stonebridge Financial Planning Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Stonebridge Financial Planning Group’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	$5.34M	Sell	181,543 -1,185	-0.6%	-$32.7K	1.7%	13
2026 Q1	$4.67M	Buy	182,728 +109,000	+148%	+$2.91M	1.71%	14
2025 Q4	$1.93M	Buy	73,728 +3,463	+5%	+$89.6K	0.7%	45
2025 Q3	$1.82M	Buy	70,265 +1,569	+2%	+$39.6K	0.68%	48
2025 Q2	$1.7M	Buy	68,696 +5,251	+8%	+$123K	0.71%	46
2025 Q1	$1.5M	Buy	63,445 +8,364	+15%	+$207K	0.69%	45
2024 Q4	$1.34M	Buy	55,081 +6,926	+14%	+$174K	0.6%	51
2024 Q3	$1.19M	Sell	48,155 -1,851	-4%	-$44.4K	0.57%	52
2024 Q2	$1.17M	Buy	50,006 +11,932	+31%	+$282K	0.59%	52
2024 Q1	$932K	Buy	38,074 +3,417	+10%	+$79K	0.49%	56
2023 Q4	$800K	Buy	34,657 +10,715	+45%	+$229K	0.46%	56
2023 Q3	$504K	Buy	23,942 +10,738	+81%	+$237K	0.32%	77
2023 Q2	$290K	Buy	+13,204	New	+$282K	0.18%	113

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

Stonebridge Financial Planning Group's RDVI Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.65% in Q2 2026, selling an estimated $32.7K and leaving 181,543 shares worth $5.34M. The position accounts for 1.7% of the portfolio, ranked #13.

Stonebridge Financial Planning Group first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Stonebridge Financial Planning Group held 181,543 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.34M as of Q2 2026.
Stonebridge Financial Planning Group sold 1,185 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $32.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.7% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #13 holding.
Stonebridge Financial Planning Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.