Coppell Advisory Solutions’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-163,125	Closed	-$4.32M	–	273
2025 Q4	$4.32M	Buy	163,125 +2,996	+2%	+$77.5K	0.43%	43
2025 Q3	$4.14M	Buy	160,129 +24,906	+18%	+$628K	0.44%	42
2025 Q2	$3.33M	Buy	135,223 +116,660	+628%	+$2.74M	0.39%	45
2025 Q1	$425K	Buy	+18,563	New	+$458K	0.06%	228

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $64B AUM 22.64% 1-Year Est. Return

Coppell Advisory Solutions's RDVI Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026, closing a stake of 163,125 shares — an estimated $4.32M sold.

Coppell Advisory Solutions first reported a position in RDVI in Q1 2025 and held it in 4 quarters. The position peaked at $4.32M in Q4 2025. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Coppell Advisory Solutions reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 163,125 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $4.32M.
Coppell Advisory Solutions first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 4 quarters.
Coppell Advisory Solutions's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $4.32M in Q4 2025.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.