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

Elevation 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	$60.4K	Hold	2,053	–	–	0.02%	262
2026 Q1	$52.5K	Hold	2,053	–	–	0.02%	235
2025 Q4	$53.9K	Hold	2,053	–	–	0.02%	231
2025 Q3	$53.1K	Hold	2,053	–	–	0.02%	241
2025 Q2	$50.7K	Hold	2,053	–	–	0.02%	233
2025 Q1	$48.7K	Hold	2,053	–	–	0.02%	225
2024 Q4	$49.8K	Buy	+2,053	New	+$51.7K	0.02%	229

Other funds holding RDVI

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

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

Elevation Wealth Partners held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 2,053 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #262.

Elevation Wealth Partners first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Elevation Wealth Partners held 2,053 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $60.4K as of Q2 2026.
Elevation Wealth Partners left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #262 holding.
Elevation Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.