Aptus Capital Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Aptus Capital 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	$10.7M	Sell	363,384 -11,499	-3%	-$318K	0.07%	220
2026 Q1	$9.58M	Buy	374,883 +354,316	+1,723%	+$9.47M	0.08%	224
2025 Q4	$540K	Buy	20,567 +13,567	+194%	+$351K	﹤0.01%	711
2025 Q3	$181K	Hold	7,000	–	–	﹤0.01%	999
2025 Q2	$173K	Hold	7,000	–	–	﹤0.01%	972
2025 Q1	$166K	Hold	7,000	–	–	﹤0.01%	927
2024 Q4	$170K	Hold	7,000	–	–	﹤0.01%	922
2024 Q3	$172K	Hold	7,000	–	–	﹤0.01%	789
2024 Q2	$164K	Sell	7,000 -1,500	-18%	-$35.4K	﹤0.01%	754
2024 Q1	$208K	Sell	8,500 -3,429	-29%	-$79.2K	﹤0.01%	722
2023 Q4	$275K	Sell	11,929 -7,603	-39%	-$163K	0.01%	478
2023 Q3	$412K	Buy	19,532 +6,227	+47%	+$137K	0.01%	421
2023 Q2	$292K	Buy	13,305 +4,805	+57%	+$103K	0.01%	417
2023 Q1	$182K	Hold	8,500	–	–	﹤0.01%	475
2022 Q4	$181K	Buy	+8,500	New	+$184K	0.01%	487

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

Aptus Capital Advisors's RDVI Position: Q2 2026 in Review

Aptus Capital Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.1% in Q2 2026, selling an estimated $318K and leaving 363,384 shares worth $10.7M. The position accounts for 0.07% of the portfolio, ranked #220.

Aptus Capital Advisors first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Aptus Capital Advisors held 363,384 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $10.7M as of Q2 2026.
Aptus Capital Advisors sold 11,499 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $318K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #220 holding.
Aptus Capital Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.