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

Visionary Wealth 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	$1.27M	Buy	+43,226	New	+$1.19M	0.05%	269
2025 Q3	–	Sell	-8,480	Closed	-$210K	–	617
2025 Q2	$210K	Buy	+8,480	New	+$199K	0.01%	549

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

Visionary Wealth Advisors's RDVI Position: Q2 2026 in Review

Visionary Wealth Advisors opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 43,226 shares worth $1.27M. The stake represents 0.05% of the portfolio and ranks #269 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in RDVI as recently as Q2 2025.

Visionary Wealth Advisors first reported a position in RDVI in Q2 2025 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Visionary Wealth Advisors held 43,226 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.27M as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Visionary Wealth Advisors position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #269 holding.
Visionary Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 2 quarters since.
314 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.