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

Apollon 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	$4.79M	Buy	162,842 +1,374	+0.9%	+$37.9K	0.06%	275
2026 Q1	$4.13M	Buy	161,468 +124,477	+337%	+$3.33M	0.07%	246
2025 Q4	$971K	Buy	36,991 +19,731	+114%	+$511K	0.02%	583
2025 Q3	$446K	Buy	17,260 +2,016	+13%	+$50.9K	0.01%	873
2025 Q2	$377K	Hold	15,244	–	–	0.01%	919
2025 Q1	$362K	Buy	15,244 +1,127	+8%	+$27.8K	0.01%	879
2024 Q4	$342K	Buy	14,117 +2,575	+22%	+$64.8K	0.01%	895
2024 Q3	$284K	Hold	11,542	–	–	0.01%	921
2024 Q2	$270K	Hold	11,542	–	–	0.01%	902
2024 Q1	$283K	Hold	11,542	–	–	0.01%	886
2023 Q4	$266K	Hold	11,542	–	–	0.01%	888
2023 Q3	$243K	Hold	11,542	–	–	0.01%	769
2023 Q2	$254K	Buy	+11,542	New	+$246K	0.01%	787

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

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

Apollon Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.85% in Q2 2026, buying an estimated $37.9K and bringing the position to 162,842 shares worth $4.79M. The position accounts for 0.06% of the portfolio, ranked #275.

Apollon Wealth Management first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Apollon Wealth Management held 162,842 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.79M as of Q2 2026.
Apollon Wealth Management bought 1,374 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $37.9K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Apollon Wealth Management's portfolio in Q2 2026, its #275 holding.
Apollon Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.