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

Avior Wealth Management’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	$895K	Buy	30,439 +1,025	+3%	+$28.3K	0.02%	380
2026 Q1	$752K	Buy	29,414 +545	+2%	+$14.6K	0.02%	423
2025 Q4	$758K	Sell	28,869 -1,270	-4%	-$32.9K	0.02%	361
2025 Q3	$779K	Buy	30,139 +618	+2%	+$15.6K	0.03%	348
2025 Q2	$729K	Sell	29,521 -45	-0.2%	-$1.06K	0.03%	349
2025 Q1	$701K	Buy	29,566 +493	+2%	+$12.2K	0.03%	330
2024 Q4	$705K	Buy	29,073 +1,567	+6%	+$39.4K	0.03%	360
2024 Q3	$678K	Sell	27,506 -1,038	-4%	-$24.9K	0.03%	375
2024 Q2	$667K	Buy	+28,544	New	+$674K	0.03%	362

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

Avior Wealth Management's RDVI Position: Q2 2026 in Review

Avior Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 30,439 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #380.

Avior Wealth Management first reported a position in RDVI in Q2 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Avior Wealth Management held 30,439 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $895K as of Q2 2026.
Avior Wealth Management bought 1,025 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $28.3K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #380 holding.
Avior Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.