Daymark Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Daymark Wealth Partners’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	$764K	Buy	25,999 +4,226	+19%	+$117K	0.02%	383
2026 Q1	$556K	Sell	21,773 -847	-4%	-$22.6K	0.02%	397
2025 Q4	$594K	Sell	22,620 -87	-0.4%	-$2.25K	0.02%	359
2025 Q3	$587K	Buy	22,707 +367	+2%	+$9.26K	0.02%	351
2025 Q2	$552K	Buy	22,340 +13,392	+150%	+$315K	0.02%	334
2025 Q1	$212K	Buy	+8,948	New	+$221K	0.01%	479

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

Daymark Wealth Partners's RDVI Position: Q2 2026 in Review

Daymark Wealth Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 19% in Q2 2026, buying an estimated $117K and bringing the position to 25,999 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #383.

Daymark Wealth Partners first reported a position in RDVI in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Daymark Wealth Partners held 25,999 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $764K as of Q2 2026.
Daymark Wealth Partners bought 4,226 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $117K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #383 holding.
Daymark Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.