B. Riley Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

B. Riley Wealth Advisors’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	$500K	Sell	17,131 -343	-2%	-$9.47K	0.03%	473
2026 Q1	$435K	Sell	17,474 -19	-0.1%	-$508	0.03%	470
2025 Q4	$459K	Buy	17,493 +54	+0.3%	+$1.4K	0.02%	559
2025 Q3	$451K	Buy	17,439 +3,453	+25%	+$87.1K	0.02%	567
2025 Q2	$346K	Buy	+13,986	New	+$329K	0.02%	655
2024 Q4	$8.01M	Buy	330,363 +278,022	+531%	+$7M	0.26%	81
2024 Q3	$1.29M	Sell	52,341 -35,107	-40%	-$842K	0.04%	434
2024 Q2	$2.04M	Buy	87,448 +34,508	+65%	+$815K	0.05%	331
2024 Q1	$1.12M	Sell	52,940 -34,575	-40%	-$799K	0.03%	492
2023 Q4	$2.02M	Buy	87,515 +34,575	+65%	+$740K	0.05%	354
2023 Q3	$1.12M	Buy	52,940 +6,931	+15%	+$153K	0.03%	492
2023 Q2	$1.01M	Buy	46,009 +8,437	+22%	+$180K	0.02%	564
2023 Q1	$807K	Buy	37,572 +10,602	+39%	+$234K	0.02%	611
2022 Q4	$574K	Buy	+26,970	New	+$582K	0.02%	736

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

B. Riley Wealth Advisors's RDVI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2% in Q2 2026, selling an estimated $9.47K and leaving 17,131 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #473.

B. Riley Wealth Advisors first reported a position in RDVI in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.01M in Q4 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

B. Riley Wealth Advisors held 17,131 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $500K as of Q2 2026.
B. Riley Wealth Advisors sold 343 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $9.47K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #473 holding.
B. Riley Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 14 quarters since.
B. Riley Wealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $8.01M in Q4 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.