Cape Investment Advisory’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Cape Investment Advisory’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	$107K	Buy	+3,655	New	+$101K	0.03%	332
2023 Q4	–	Sell	-1,500	Closed	-$31.6K	–	1203
2023 Q3	$31.6K	Buy	+1,500	New	+$33.1K	0.02%	372

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

Cape Investment Advisory's RDVI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 3,655 shares worth $107K. The stake represents 0.03% of the portfolio and ranks #332 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in RDVI as recently as Q3 2023.

Cape Investment Advisory first reported a position in RDVI in Q3 2023 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Cape Investment Advisory held 3,655 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $107K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Cape Investment Advisory position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #332 holding.
Cape Investment Advisory first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 2 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.