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

Accel 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 Q2	$4.15M	Buy	141,030 +46,353	+49%	+$1.28M	0.93%	29
2026 Q1	$2.42M	Buy	94,677 +81,360	+611%	+$2.17M	0.63%	36
2025 Q4	$349K	Sell	13,317 -595	-4%	-$15.4K	0.1%	190
2025 Q3	$360K	Buy	13,912 +1,560	+13%	+$39.4K	0.1%	182
2025 Q2	$305K	Buy	12,352 +541	+5%	+$12.7K	0.1%	194
2025 Q1	$280K	Buy	11,811 +735	+7%	+$18.2K	0.1%	196
2024 Q4	$268K	Buy	+11,076	New	+$279K	0.1%	198

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

Accel Wealth Management's RDVI Position: Q2 2026 in Review

Accel Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 49% in Q2 2026, buying an estimated $1.28M and bringing the position to 141,030 shares worth $4.15M. The position accounts for 0.93% of the portfolio, ranked #29.

Accel Wealth Management first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Accel Wealth Management held 141,030 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.15M as of Q2 2026.
Accel Wealth Management bought 46,353 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.28M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.93% of Accel Wealth Management's portfolio in Q2 2026, its #29 holding.
Accel Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.