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 Q2	$3.45K	Buy	+169,223	New	+$4.67M	﹤0.01%	519
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 $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

Coppell Advisory Solutions's RDVI Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 169,223 shares worth $3.45K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in RDVI as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in RDVI in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.32M in Q4 2025. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Coppell Advisory Solutions held 169,223 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $3.45K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Coppell Advisory Solutions position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #519 holding.
Coppell Advisory Solutions first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 5 quarters since.
Coppell Advisory Solutions's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $4.32M in Q4 2025.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.