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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return