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

TKG 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	$718K	Buy	24,434 +2,302	+10%	+$63.6K	0.25%	61
2026 Q1	$565K	Sell	22,132 -278	-1%	-$7.43K	0.23%	69
2025 Q4	$588K	Buy	22,410 +2,905	+15%	+$75.2K	0.24%	65
2025 Q3	$504K	Sell	19,505 -74	-0.4%	-$1.87K	0.22%	68
2025 Q2	$484K	Buy	19,579 +1,894	+11%	+$44.5K	0.22%	66
2025 Q1	$419K	Sell	17,685 -573	-3%	-$14.2K	0.21%	66
2024 Q4	$463K	Sell	18,258 -10	-0.1%	-$252	0.21%	68
2024 Q3	$450K	Sell	18,268 -245	-1%	-$5.88K	0.22%	67
2024 Q2	$433K	Sell	18,513 -32	-0.2%	-$755	0.23%	68
2024 Q1	$454K	Sell	18,545 -274	-1%	-$6.33K	0.25%	69
2023 Q4	$434K	Sell	18,819 -585	-3%	-$12.5K	0.26%	63
2023 Q3	$409K	Sell	19,404 -230	-1%	-$5.07K	0.27%	69
2023 Q2	$431K	Buy	+19,634	New	+$419K	0.28%	67

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

TKG Advisors's RDVI Position: Q2 2026 in Review

TKG Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 10% in Q2 2026, buying an estimated $63.6K and bringing the position to 24,434 shares worth $718K. The position accounts for 0.25% of the portfolio, ranked #61.

TKG Advisors first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

TKG Advisors held 24,434 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $718K as of Q2 2026.
TKG Advisors bought 2,302 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $63.6K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.25% of TKG Advisors's portfolio in Q2 2026, its #61 holding.
TKG Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.