Walkner Condon Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Walkner Condon Financial 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	$249K	Buy	+8,462	New	+$234K	0.03%	296
2026 Q1	–	Sell	-8,100	Closed	-$213K	–	334
2025 Q4	$213K	Buy	+8,100	New	+$210K	0.03%	293
2025 Q3	–	Sell	-9,750	Closed	-$241K	–	308
2025 Q2	$241K	Sell	9,750 -3,550	-27%	-$83.5K	0.04%	247
2025 Q1	$315K	Sell	13,300 -1,950	-13%	-$48.2K	0.06%	196
2024 Q4	$370K	Buy	+15,250	New	+$384K	0.08%	188

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

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

Walkner Condon Financial Advisors's RDVI Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 8,462 shares worth $249K. The stake represents 0.03% of the portfolio and ranks #296 among its holdings. This is a return to the name: Walkner Condon Financial Advisors previously reported a position in RDVI as recently as Q4 2025.

Walkner Condon Financial Advisors first reported a position in RDVI in Q4 2024 and has held it in 5 quarters since. The position peaked at $370K in Q4 2024. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Walkner Condon Financial Advisors held 8,462 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $249K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Walkner Condon Financial Advisors position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #296 holding.
Walkner Condon Financial Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 5 quarters since.
Walkner Condon Financial Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $370K in Q4 2024.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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