Elevation Advisory Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Elevation Advisory 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	$4.79M	Buy	165,647 +83,583	+102%	+$2.31M	4.91%	6
2026 Q1	$2.23M	Buy	+82,064	New	+$2.19M	2.08%	8

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

Elevation Advisory Partners's RDVI Position: Q2 2026 in Review

Elevation Advisory Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 102% in Q2 2026, buying an estimated $2.31M and bringing the position to 165,647 shares worth $4.79M. The position accounts for 4.91% of the portfolio, ranked #6.

Elevation Advisory Partners first reported a position in RDVI in Q1 2026 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Elevation Advisory Partners held 165,647 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.79M as of Q2 2026.
Elevation Advisory Partners bought 83,583 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.31M.
FT Vest Rising Dividend Achievers Target Income ETF made up 4.91% of Elevation Advisory Partners's portfolio in Q2 2026, its #6 holding.
Elevation Advisory Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
312 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.