Atria Investments’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Atria Investments’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	–	Sell	-8,690	Closed	-$222K	–	2240
2026 Q1	$222K	Sell	8,690 -1,039	-11%	-$27.8K	﹤0.01%	1933
2025 Q4	$255K	Sell	9,729 -3,011	-24%	-$77.9K	﹤0.01%	1837
2025 Q3	$329K	Sell	12,740 -1,257	-9%	-$31.7K	﹤0.01%	1670
2025 Q2	$346K	Sell	13,997 -1,522	-10%	-$35.8K	﹤0.01%	1634
2025 Q1	$368K	Buy	15,519 +1,053	+7%	+$26K	﹤0.01%	1507
2024 Q4	$351K	Sell	14,466 -4,318	-23%	-$109K	﹤0.01%	1508
2024 Q3	$463K	Buy	18,784 +5,995	+47%	+$144K	0.01%	1372
2024 Q2	$299K	Buy	+12,789	New	+$302K	﹤0.01%	1587

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

Atria Investments's RDVI Position: Q2 2026 in Review

Atria Investments sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026, closing a stake of 8,690 shares — an estimated $222K sold.

Atria Investments first reported a position in RDVI in Q2 2024 and held it in 8 quarters. The position peaked at $463K in Q3 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Atria Investments reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 8,690 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $222K.
Atria Investments first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 8 quarters.
Atria Investments's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $463K in Q3 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.