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

Avidian Wealth Enterprises’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 Q3	$996K	Buy	35,723 +200	+0.6%	+$5.8K	0.03%	334
2026 Q2	$1.04M	Buy	35,523 +192	+0.5%	+$5.3K	0.03%	306
2026 Q1	$903K	Buy	35,331 +4,028	+13%	+$108K	0.03%	303
2025 Q4	$821K	Sell	31,303 -1,558	-5%	-$40.3K	0.03%	260
2025 Q3	$849K	Buy	32,861 +104	+0.3%	+$2.62K	0.03%	246
2025 Q2	$809K	Sell	32,757 -2,782	-8%	-$65.4K	0.03%	239
2025 Q1	$843K	Buy	35,539 +1,204	+4%	+$29.7K	0.04%	220
2024 Q4	$832K	Buy	34,335 +1,156	+3%	+$29.1K	0.04%	215
2024 Q3	$818K	Buy	33,179 +4,558	+16%	+$109K	0.04%	218
2024 Q2	$669K	Buy	28,621 +90	+0.3%	+$2.12K	0.03%	240
2024 Q1	$698K	Sell	28,531 -45,635	-62%	-$1.05M	0.03%	212
2023 Q4	$1.71M	Buy	74,166 +6,950	+10%	+$149K	0.11%	120
2023 Q3	$1.42M	Buy	67,216 +40,495	+152%	+$892K	0.1%	128
2023 Q2	$587K	Buy	+26,721	New	+$570K	0.04%	243

Other funds holding RDVI

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Avidian Wealth Enterprises's RDVI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.56% in Q3 2026, buying an estimated $5.8K and bringing the position to 35,723 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #334.

Avidian Wealth Enterprises first reported a position in RDVI in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2023. 13 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Avidian Wealth Enterprises held 35,723 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $996K as of Q3 2026.
Avidian Wealth Enterprises bought 200 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $5.8K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #334 holding.
Avidian Wealth Enterprises first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 14 quarters since.
Avidian Wealth Enterprises's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.71M in Q4 2023.
13 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.