Atomi Financial Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Atomi Financial Group’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	$1.29M	Buy	43,935 +1,320	+3%	+$36.4K	0.03%	387
2026 Q1	$1.09M	Sell	42,615 -2,189	-5%	-$58.5K	0.03%	413
2025 Q4	$1.18M	Buy	44,804 +2,612	+6%	+$67.6K	0.03%	362
2025 Q3	$1.09M	Sell	42,192 -1,074	-2%	-$27.1K	0.04%	348
2025 Q2	$1.07M	Sell	43,266 -1,703	-4%	-$40.1K	0.04%	320
2025 Q1	$1.07M	Sell	44,969 -616	-1%	-$15.2K	0.05%	297
2024 Q4	$1.1M	Sell	45,585 -2,445	-5%	-$61.5K	0.06%	247
2024 Q3	$1.18M	Sell	48,030 -8	-0%	-$192	0.07%	207
2024 Q2	$1.12M	Buy	48,038 +16,820	+54%	+$397K	0.08%	192
2024 Q1	$764K	Buy	31,218 +12,680	+68%	+$293K	0.07%	235
2023 Q4	$428K	Sell	18,538 -5,158	-22%	-$110K	0.06%	314
2023 Q3	$499K	Buy	+23,696	New	+$522K	0.17%	152

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

Atomi Financial Group's RDVI Position: Q2 2026 in Review

Atomi Financial Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.1% in Q2 2026, buying an estimated $36.4K and bringing the position to 43,935 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #387.

Atomi Financial Group first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Atomi Financial Group held 43,935 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.29M as of Q2 2026.
Atomi Financial Group bought 1,320 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $36.4K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #387 holding.
Atomi Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 12 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.