Summit Financial Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Summit Financial Wealth Advisors’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	$12M	Buy	406,865 +11,015	+3%	+$304K	1.53%	20
2026 Q1	$10.1M	Buy	395,850 +25,559	+7%	+$683K	1.43%	21
2025 Q4	$9.72M	Buy	370,291 +4,016	+1%	+$104K	1.39%	21
2025 Q3	$9.45M	Buy	366,275 +20,282	+6%	+$512K	1.46%	22
2025 Q2	$8.55M	Sell	345,993 -1,956	-0.6%	-$46K	1.53%	18
2025 Q1	$8.25M	Buy	347,949 +30,519	+10%	+$754K	1.64%	20
2024 Q4	$8.02M	Buy	+317,430	New	+$7.99M	1.57%	21

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

Summit Financial Wealth Advisors's RDVI Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.8% in Q2 2026, buying an estimated $304K and bringing the position to 406,865 shares worth $12M. The position accounts for 1.53% of the portfolio, ranked #20.

Summit Financial Wealth Advisors first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Summit Financial Wealth Advisors held 406,865 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $12M as of Q2 2026.
Summit Financial Wealth Advisors bought 11,015 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $304K.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.53% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Summit Financial Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.