Calton & Associates’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Calton & Associates’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	$2.04M	Sell	69,431 -33,288	-32%	-$919K	0.3%	74
2026 Q1	$2.62M	Sell	102,719 -19,955	-16%	-$533K	0.38%	62
2025 Q4	$3.22M	Buy	122,674 +17,307	+16%	+$448K	0.47%	44
2025 Q3	$2.72M	Buy	105,367 +66,705	+173%	+$1.68M	0.41%	55
2025 Q2	$955K	Buy	38,662 +15,028	+64%	+$353K	0.17%	114
2025 Q1	$561K	Buy	23,634 +6,310	+36%	+$156K	0.13%	150
2024 Q4	$420K	Buy	+17,324	New	+$436K	0.19%	117

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

Calton & Associates's RDVI Position: Q2 2026 in Review

Calton & Associates reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 32% in Q2 2026, selling an estimated $919K and leaving 69,431 shares worth $2.04M. The position accounts for 0.3% of the portfolio, ranked #74.

Calton & Associates first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q4 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Calton & Associates held 69,431 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.04M as of Q2 2026.
Calton & Associates sold 33,288 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $919K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.3% of Calton & Associates's portfolio in Q2 2026, its #74 holding.
Calton & Associates first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Calton & Associates's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $3.22M 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 Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.