TCFG Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

TCFG Wealth Management’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 Q1	$593K	Buy	23,209 +2,284	+11%	+$61K	0.22%	107
2025 Q4	$549K	Buy	20,925 +60	+0.3%	+$1.55K	0.21%	121
2025 Q3	$539K	Buy	20,865 +4,136	+25%	+$104K	0.21%	121
2025 Q2	$413K	Hold	16,729	–	–	0.19%	149
2025 Q1	$397K	Buy	16,729 +200	+1%	+$4.94K	0.2%	127
2024 Q4	$401K	Hold	16,529	–	–	0.2%	126
2024 Q3	$407K	Buy	+16,529	New	+$397K	0.2%	120

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 Wealth Management's RDVI Position: Q1 2026 in Review

TCFG Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 11% in Q1 2026, buying an estimated $61K and bringing the position to 23,209 shares worth $593K. The position accounts for 0.22% of the portfolio, ranked #107.

TCFG Wealth Management first reported a position in RDVI in Q3 2024 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

TCFG Wealth Management held 23,209 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $593K as of Q1 2026.
TCFG Wealth Management bought 2,284 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $61K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.22% of TCFG Wealth Management's portfolio in Q1 2026, its #107 holding.
TCFG Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 7 quarters since.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.