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

Axxcess 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	$1.11M	Buy	37,868 +13,133	+53%	+$363K	0.02%	504
2026 Q1	$632K	Buy	24,735 +11,122	+82%	+$297K	0.02%	278
2025 Q4	$357K	Buy	+13,613	New	+$352K	0.01%	796

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

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

Axxcess Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 53% in Q2 2026, buying an estimated $363K and bringing the position to 37,868 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #504.

Axxcess Wealth Management first reported a position in RDVI in Q4 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Axxcess Wealth Management held 37,868 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.11M as of Q2 2026.
Axxcess Wealth Management bought 13,133 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $363K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #504 holding.
Axxcess Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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