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 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

ARQ Wealth Advisors's RDVI Position: Q1 2026 in Review

ARQ Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 6.4% in Q1 2026, buying an estimated $315K and bringing the position to 197,467 shares worth $5.05M. The position accounts for 0.91% of the portfolio, ranked #40.

ARQ Wealth Advisors first reported a position in RDVI in Q1 2024 and has held it in 9 quarters since. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

ARQ Wealth Advisors held 197,467 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.05M as of Q1 2026.
ARQ Wealth Advisors bought 11,802 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $315K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.91% of ARQ Wealth Advisors's portfolio in Q1 2026, its #40 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 9 quarters since.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.