Summit Wealth Group (Colorado)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Summit Wealth Group (Colorado)’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	$274K	Buy	+9,331	New	+$258K	0.02%	321

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 Wealth Group (Colorado)'s RDVI Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 9,331 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings.

313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Summit Wealth Group (Colorado) held 9,331 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $274K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #321 holding.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.