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

Capital Investment Advisory Services’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	$5.12M	Sell	174,242 -12,093	-6%	-$334K	0.32%	72
2026 Q1	$4.76M	Buy	186,335 +4,015	+2%	+$107K	0.35%	64
2025 Q4	$4.78M	Buy	182,320 +4,522	+3%	+$117K	0.34%	70
2025 Q3	$4.6M	Buy	177,798 +29,702	+20%	+$749K	0.36%	67
2025 Q2	$3.66M	Buy	148,096 +10,424	+8%	+$245K	0.3%	80
2025 Q1	$3.27M	Buy	137,672 +63,533	+86%	+$1.57M	0.29%	85
2024 Q4	$1.8M	Buy	74,139 +5,644	+8%	+$142K	0.17%	133
2024 Q3	$1.69M	Buy	68,495 +12,381	+22%	+$297K	0.16%	141
2024 Q2	$1.31M	Buy	56,114 +17,648	+46%	+$417K	0.14%	157
2024 Q1	$942K	Buy	38,466 +14,829	+63%	+$343K	0.1%	200
2023 Q4	$546K	Buy	23,637 +10,782	+84%	+$231K	0.05%	273
2023 Q3	$271K	Buy	12,855 +1,408	+12%	+$31K	0.03%	401
2023 Q2	$251K	Buy	11,447 +2,368	+26%	+$50.5K	0.02%	407
2023 Q1	$195K	Buy	9,079 +5,970	+192%	+$132K	0.02%	462
2022 Q4	$66.2K	Buy	+3,109	New	+$67.1K	0.01%	591

Other funds holding RDVI

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Capital Investment Advisory Services's RDVI Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 6.5% in Q2 2026, selling an estimated $334K and leaving 174,242 shares worth $5.12M. The position accounts for 0.32% of the portfolio, ranked #72.

Capital Investment Advisory Services first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. 131 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Capital Investment Advisory Services held 174,242 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.12M as of Q2 2026.
Capital Investment Advisory Services sold 12,093 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $334K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.32% of Capital Investment Advisory Services's portfolio in Q2 2026, its #72 holding.
Capital Investment Advisory Services first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
131 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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