Catherine Avery Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Catherine Avery Investment Management’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	$189K	Buy	+6,443	New	+$178K	0.08%	56
2026 Q1	–	Sell	-9,324	Closed	-$245K	–	140
2025 Q4	$245K	Hold	9,324	–	–	0.15%	49
2025 Q3	$241K	Hold	9,324	–	–	0.16%	47
2025 Q2	$230K	Sell	9,324 -4,080	-30%	-$96K	0.18%	47
2025 Q1	$318K	Buy	+13,404	New	+$331K	0.28%	39

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

Catherine Avery Investment Management's RDVI Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 6,443 shares worth $189K. The stake represents 0.08% of the portfolio and ranks #56 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in RDVI as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in RDVI in Q1 2025 and has held it in 5 quarters since. The position peaked at $318K in Q1 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Catherine Avery Investment Management held 6,443 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $189K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Catherine Avery Investment Management position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.08% of Catherine Avery Investment Management's portfolio in Q2 2026, its #56 holding.
Catherine Avery Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 5 quarters since.
Catherine Avery Investment Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $318K in Q1 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.