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

Summit 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	$5.45M	Sell	185,519 -5,224	-3%	-$144K	0.06%	322
2026 Q1	$4.87M	Buy	190,743 +7,284	+4%	+$195K	0.06%	322
2025 Q4	$4.81M	Sell	183,459 -4,150	-2%	-$107K	0.07%	279
2025 Q3	$4.85M	Buy	+187,609	New	+$4.73M	0.07%	263

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's RDVI Position: Q2 2026 in Review

Summit Financial reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.7% in Q2 2026, selling an estimated $144K and leaving 185,519 shares worth $5.45M. The position accounts for 0.06% of the portfolio, ranked #322.

Summit Financial first reported a position in RDVI in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Summit Financial held 185,519 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.45M as of Q2 2026.
Summit Financial sold 5,224 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $144K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #322 holding.
Summit Financial first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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