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Treasure Coast Financial Planning’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Treasure Coast Financial Planning’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 		$223K Buy
+7,576
New +$209K 0.11% 44

Other funds holding RDVI

Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Treasure Coast Financial Planning's RDVI Position: Q2 2026 in Review

Treasure Coast Financial Planning opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 7,576 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings.

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

  • Treasure Coast Financial Planning held 7,576 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $223K as of Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Treasure Coast Financial Planning position in Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.11% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #44 holding.
  • 141 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.