TCFG Investment Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

TCFG Investment 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	$787K	Buy	26,785 +3,576	+15%	+$98.7K	0.27%	101
2026 Q1	$593K	Buy	+23,209	New	+$620K	0.22%	107

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

TCFG Investment Advisors's RDVI Position: Q2 2026 in Review

TCFG Investment Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 15% in Q2 2026, buying an estimated $98.7K and bringing the position to 26,785 shares worth $787K. The position accounts for 0.27% of the portfolio, ranked #101.

TCFG Investment Advisors first reported a position in RDVI in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

TCFG Investment Advisors held 26,785 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $787K as of Q2 2026.
TCFG Investment Advisors bought 3,576 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $98.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.27% of TCFG Investment Advisors's portfolio in Q2 2026, its #101 holding.
TCFG Investment Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
311 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.