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

Cooper Capital 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	$14.3M	Buy	486,689 +18,842	+4%	+$520K	6.21%	5
2026 Q1	$12M	Buy	467,847 +139,844	+43%	+$3.74M	8.36%	4
2025 Q4	$8.61M	Buy	328,003 +16,302	+5%	+$422K	5.42%	9
2025 Q3	$8.06M	Buy	311,701 +20,277	+7%	+$512K	5.21%	9
2025 Q2	$7.2M	Buy	+291,424	New	+$6.85M	6.95%	6

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

Cooper Capital Advisors's RDVI Position: Q2 2026 in Review

Cooper Capital Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4% in Q2 2026, buying an estimated $520K and bringing the position to 486,689 shares worth $14.3M. The position accounts for 6.21% of the portfolio, ranked #5.

Cooper Capital Advisors first reported a position in RDVI in Q2 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Cooper Capital Advisors held 486,689 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $14.3M as of Q2 2026.
Cooper Capital Advisors bought 18,842 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $520K.
FT Vest Rising Dividend Achievers Target Income ETF made up 6.21% of Cooper Capital Advisors's portfolio in Q2 2026, its #5 holding.
Cooper Capital Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cooper Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.