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

Atlas Private 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	$8.36M	Sell	284,512 -100,342	-26%	-$2.77M	1.83%	16
2026 Q1	$9.83M	Sell	384,854 -78,123	-17%	-$2.09M	2.32%	16
2025 Q4	$12.1M	Sell	462,977 -21,350	-4%	-$552K	2.84%	10
2025 Q3	$12.5M	Sell	484,327 -418,679	-46%	-$10.6M	3.07%	10
2025 Q2	$22.3M	Buy	903,006 +370,852	+70%	+$8.72M	2.87%	8
2025 Q1	$12.6M	Buy	532,154 +504,035	+1,793%	+$12.4M	1.76%	18
2024 Q4	$682K	Buy	28,119 +1,773	+7%	+$44.6K	0.1%	90
2024 Q3	$649K	Buy	26,346 +556	+2%	+$13.3K	0.09%	86
2024 Q2	$603K	Buy	25,790 +13,173	+104%	+$311K	0.1%	85
2024 Q1	$309K	Sell	12,617 -11,905	-49%	-$275K	0.1%	83
2023 Q4	$566K	Buy	24,522 +362	+1%	+$7.75K	0.11%	77
2023 Q3	$509K	Buy	24,160 +530	+2%	+$11.7K	0.1%	106
2023 Q2	$519K	Buy	+23,630	New	+$504K	0.11%	110

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

Atlas Private Wealth Advisors's RDVI Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 26% in Q2 2026, selling an estimated $2.77M and leaving 284,512 shares worth $8.36M. The position accounts for 1.83% of the portfolio, ranked #16.

Atlas Private Wealth Advisors first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.3M in Q2 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Atlas Private Wealth Advisors held 284,512 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.36M as of Q2 2026.
Atlas Private Wealth Advisors sold 100,342 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.77M.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.83% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Atlas Private Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
Atlas Private Wealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $22.3M in Q2 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.