Capital Analysts LLC’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Capital Analysts LLC’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	$2.85M	Buy	97,070 +6,567	+7%	+$181K	0.07%	225
2026 Q1	$2.31M	Buy	90,503 +972	+1%	+$26K	0.06%	234
2025 Q4	$2.35M	Sell	89,531 -2,945	-3%	-$76.2K	0.07%	220
2025 Q3	$2.39M	Buy	92,476 +4,992	+6%	+$126K	0.07%	216
2025 Q2	$2.16M	Sell	87,484 -535	-0.6%	-$12.6K	0.07%	201
2025 Q1	$2.09M	Buy	88,019 +10,751	+14%	+$266K	0.08%	190
2024 Q4	$1.87M	Buy	77,268 +17,333	+29%	+$436K	0.08%	184
2024 Q3	$1.48M	Buy	59,935 +7,420	+14%	+$178K	0.06%	207
2024 Q2	$1.23M	Buy	52,515 +6,010	+13%	+$142K	0.05%	223
2024 Q1	$1.14M	Buy	46,505 +19,131	+70%	+$442K	0.05%	226
2023 Q4	$632K	Buy	27,374 +3,770	+16%	+$80.7K	0.03%	287
2023 Q3	$497K	Buy	23,604 +18,633	+375%	+$411K	0.03%	300
2023 Q2	$109K	Buy	+4,971	New	+$106K	0.01%	456

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

Capital Analysts LLC's RDVI Position: Q2 2026 in Review

Capital Analysts LLC increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 7.3% in Q2 2026, buying an estimated $181K and bringing the position to 97,070 shares worth $2.85M. The position accounts for 0.07% of the portfolio, ranked #225.

Capital Analysts LLC first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Capital Analysts LLC held 97,070 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.85M as of Q2 2026.
Capital Analysts LLC bought 6,567 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $181K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #225 holding.
Capital Analysts LLC first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.