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 Q2	$4.14M	Buy	140,825 +10,781	+8%	+$298K	0.68%	37
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 $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

Delta Investment Management's RDVI Position: Q2 2026 in Review

Delta Investment Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 8.3% in Q2 2026, buying an estimated $298K and bringing the position to 140,825 shares worth $4.14M. The position accounts for 0.68% of the portfolio, ranked #37.

Delta Investment Management first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Delta Investment Management held 140,825 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.14M as of Q2 2026.
Delta Investment Management bought 10,781 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $298K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.68% of Delta Investment Management's portfolio in Q2 2026, its #37 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 12 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.