Delta Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Delta Investment Management’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	$3.32M	Buy	130,044 +10,051	+8%	+$269K	0.59%	40
2025 Q4	$3.15M	Buy	119,993 +13,446	+13%	+$348K	0.55%	41
2025 Q3	$2.75M	Buy	106,547 +26,770	+34%	+$675K	0.49%	42
2025 Q2	$1.97M	Buy	79,777 +7,889	+11%	+$186K	0.38%	54
2025 Q1	$1.71M	Sell	71,888 -20,280	-22%	-$501K	0.34%	53
2024 Q4	$2.23M	Buy	92,168 +33,155	+56%	+$834K	0.44%	44
2024 Q3	$1.45M	Buy	59,013 +11,984	+25%	+$288K	0.3%	59
2024 Q2	$1.1M	Buy	47,029 +984	+2%	+$23.2K	0.24%	65
2024 Q1	$1.13M	Sell	46,045 -1,940	-4%	-$44.8K	0.26%	63
2023 Q4	$1.11M	Buy	47,985 +714	+2%	+$15.3K	0.27%	52
2023 Q3	$996K	Buy	+47,271	New	+$1.04M	0.28%	57

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

Delta Investment Management's RDVI Position: Q1 2026 in Review

Delta Investment Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 8.4% in Q1 2026, buying an estimated $269K and bringing the position to 130,044 shares worth $3.32M. The position accounts for 0.59% of the portfolio, ranked #40.

Delta Investment Management first reported a position in RDVI in Q3 2023 and has held it in 11 quarters since. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Delta Investment Management held 130,044 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $3.32M as of Q1 2026.
Delta Investment Management bought 10,051 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $269K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.59% of Delta Investment Management's portfolio in Q1 2026, its #40 holding.
Delta Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 11 quarters since.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.