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

ARQ 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	$8.5M	Buy	294,973 +97,506	+49%	+$2.69M	1.05%	32
2026 Q1	$5.05M	Buy	197,467 +11,802	+6%	+$315K	0.91%	40
2025 Q4	$4.87M	Buy	185,665 +3,932	+2%	+$102K	1.31%	26
2025 Q3	$4.7M	Buy	181,733 +71,786	+65%	+$1.81M	1.39%	22
2025 Q2	$2.61M	Hold	109,947	–	–	0.9%	39
2025 Q1	$2.61M	Buy	109,947 +47,546	+76%	+$1.17M	0.97%	34
2024 Q4	$1.51M	Buy	62,401 +7,635	+14%	+$192K	0.58%	46
2024 Q3	$1.35M	Buy	54,766 +3,850	+8%	+$92.4K	0.51%	44
2024 Q2	$1.19M	Buy	50,916 +10,013	+24%	+$236K	0.52%	43
2024 Q1	$1M	Buy	+40,903	New	+$945K	0.43%	47

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

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

ARQ Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 49% in Q2 2026, buying an estimated $2.69M and bringing the position to 294,973 shares worth $8.5M. The position accounts for 1.05% of the portfolio, ranked #32.

ARQ 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.

ARQ Wealth Advisors held 294,973 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.5M as of Q2 2026.
ARQ Wealth Advisors bought 97,506 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.69M.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.05% of ARQ Wealth Advisors's portfolio in Q2 2026, its #32 holding.
ARQ 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 ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.