Clearstead Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Clearstead Advisors’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	$36.3K	Buy	1,233 +180	+17%	+$4.97K	﹤0.01%	1606
2026 Q1	$26.9K	Hold	1,053	–	–	﹤0.01%	1387
2025 Q4	$27.6K	Hold	1,053	–	–	﹤0.01%	1609
2025 Q3	$27.2K	Hold	1,053	–	–	﹤0.01%	1502
2025 Q2	$26K	Hold	1,053	–	–	﹤0.01%	1516
2025 Q1	$25K	Hold	1,053	–	–	﹤0.01%	1358
2024 Q4	$25.5K	Buy	+1,053	New	+$26.5K	﹤0.01%	1318

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

Clearstead Advisors's RDVI Position: Q2 2026 in Review

Clearstead Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 17% in Q2 2026, buying an estimated $4.97K and bringing the position to 1,233 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Clearstead Advisors first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Clearstead Advisors held 1,233 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $36.3K as of Q2 2026.
Clearstead Advisors bought 180 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $4.97K.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1606 holding.
Clearstead Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.