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

Atlas Wealth’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	$4.35M	Buy	148,102 +1,148	+0.8%	+$31.7K	0.62%	46
2026 Q1	$3.75M	Buy	146,954 +820	+0.6%	+$21.9K	1.13%	30
2025 Q4	$3.83M	Buy	146,134 +17,806	+14%	+$461K	1.16%	28
2025 Q3	$3.32M	Buy	128,328 +15,022	+13%	+$379K	1.07%	31
2025 Q2	$2.83M	Buy	113,306 +746	+0.7%	+$17.5K	1.03%	31
2025 Q1	$2.67M	Sell	112,560 -10,119	-8%	-$250K	1.04%	28
2024 Q4	$2.97M	Buy	122,679 +47,203	+63%	+$1.19M	1.12%	27
2024 Q3	$1.86M	Buy	75,476 +9,602	+15%	+$230K	0.8%	25
2024 Q2	$1.54M	Buy	65,874 +30,291	+85%	+$715K	0.18%	85
2024 Q1	$871K	Sell	35,583 -13,839	-28%	-$320K	0.43%	37
2023 Q4	$1.04M	Hold	49,422	–	–	0.57%	29
2023 Q3	$1.04M	Buy	49,422 +17,801	+56%	+$392K	0.19%	74
2023 Q2	$720K	Buy	+31,621	New	+$675K	0.13%	100

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 Wealth's RDVI Position: Q2 2026 in Review

Atlas Wealth increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.78% in Q2 2026, buying an estimated $31.7K and bringing the position to 148,102 shares worth $4.35M. The position accounts for 0.62% of the portfolio, ranked #46.

Atlas Wealth first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Atlas Wealth held 148,102 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.35M as of Q2 2026.
Atlas Wealth bought 1,148 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $31.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.62% of Atlas Wealth's portfolio in Q2 2026, its #46 holding.
Atlas Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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