Adamsbrown Wealth Consultants’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Adamsbrown Wealth Consultants’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	$20.2M	Buy	686,102 +14,328	+2%	+$396K	3.8%	9
2026 Q1	$17.2M	Buy	671,774 +25,958	+4%	+$694K	4.54%	6
2025 Q4	$16.9M	Buy	645,816 +50,479	+8%	+$1.31M	4.72%	6
2025 Q3	$15.4M	Buy	595,337 +54,333	+10%	+$1.37M	4.24%	7
2025 Q2	$13.4M	Buy	541,004 +72,065	+15%	+$1.69M	3.88%	11
2025 Q1	$11.1M	Buy	+468,939	New	+$11.6M	3.49%	12

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

Adamsbrown Wealth Consultants's RDVI Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.1% in Q2 2026, buying an estimated $396K and bringing the position to 686,102 shares worth $20.2M. The position accounts for 3.8% of the portfolio, ranked #9.

Adamsbrown Wealth Consultants first reported a position in RDVI in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Adamsbrown Wealth Consultants held 686,102 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $20.2M as of Q2 2026.
Adamsbrown Wealth Consultants bought 14,328 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $396K.
FT Vest Rising Dividend Achievers Target Income ETF made up 3.8% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #9 holding.
Adamsbrown Wealth Consultants first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.