Arkadios Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Arkadios Wealth 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	$3.36M	Sell	114,238 -6,682	-6%	-$185K	0.05%	368
2026 Q1	$3.09M	Buy	120,920 +13,139	+12%	+$351K	0.05%	377
2025 Q4	$2.83M	Buy	107,781 +3,948	+4%	+$102K	0.05%	346
2025 Q3	$2.68M	Buy	103,833 +58,389	+128%	+$1.47M	0.06%	318
2025 Q2	$1.12M	Buy	45,444 +6,401	+16%	+$151K	0.03%	529
2025 Q1	$926K	Buy	39,043 +8,219	+27%	+$203K	0.04%	487
2024 Q4	$747K	Buy	30,824 +1,667	+6%	+$41.9K	0.04%	404
2024 Q3	$718K	Buy	29,157 +7,909	+37%	+$190K	0.04%	415
2024 Q2	$497K	Buy	21,248 +9,627	+83%	+$227K	0.03%	467
2024 Q1	$284K	Buy	+11,621	New	+$269K	0.02%	551

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

Arkadios Wealth Advisors's RDVI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 5.5% in Q2 2026, selling an estimated $185K and leaving 114,238 shares worth $3.36M. The position accounts for 0.05% of the portfolio, ranked #368.

Arkadios Wealth Advisors first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Arkadios Wealth Advisors held 114,238 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $3.36M as of Q2 2026.
Arkadios Wealth Advisors sold 6,682 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $185K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #368 holding.
Arkadios Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.