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

Element Wealth’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	$343K	Sell	11,654 -1,859	-14%	-$51.3K	0.13%	154
2026 Q1	$345K	Buy	+13,513	New	+$361K	0.14%	145

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

Element Wealth's RDVI Position: Q2 2026 in Review

Element Wealth reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 14% in Q2 2026, selling an estimated $51.3K and leaving 11,654 shares worth $343K. The position accounts for 0.13% of the portfolio, ranked #154.

Element Wealth first reported a position in RDVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $345K in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Element Wealth held 11,654 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $343K as of Q2 2026.
Element Wealth sold 1,859 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $51.3K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.13% of Element Wealth's portfolio in Q2 2026, its #154 holding.
Element Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
Element Wealth's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $345K in Q1 2026.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.