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

BlueChip 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	$200K	Buy	+6,814	New	+$188K	0.08%	169
2026 Q1	–	Sell	-19,715	Closed	-$517K	–	166
2025 Q4	$517K	Buy	19,715 +391	+2%	+$10.1K	0.22%	76
2025 Q3	$500K	Hold	19,324	–	–	0.21%	78
2025 Q2	$477K	Hold	19,324	–	–	0.21%	85
2025 Q1	$458K	Buy	19,324 +5,126	+36%	+$127K	0.23%	87
2024 Q4	$344K	Hold	14,198	–	–	0.19%	93
2024 Q3	$350K	Buy	+14,198	New	+$341K	0.18%	106

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

BlueChip Wealth Advisors's RDVI Position: Q2 2026 in Review

BlueChip Wealth Advisors opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 6,814 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings. This is a return to the name: BlueChip Wealth Advisors previously reported a position in RDVI as recently as Q4 2025.

BlueChip Wealth Advisors first reported a position in RDVI in Q3 2024 and has held it in 7 quarters since. The position peaked at $517K in Q4 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

BlueChip Wealth Advisors held 6,814 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $200K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new BlueChip Wealth Advisors position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.08% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #169 holding.
BlueChip Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 7 quarters since.
BlueChip Wealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $517K in Q4 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.