Envestnet Asset Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Envestnet Asset 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	$25M	Sell	851,604 -2,442	-0.3%	-$67.4K	0.01%	1280
2026 Q1	$21.8M	Sell	854,046 -64,265	-7%	-$1.72M	0.01%	1296
2025 Q4	$24.1M	Sell	918,311 -4,777	-0.5%	-$124K	0.01%	1100
2025 Q3	$23.9M	Buy	923,088 +309,852	+51%	+$7.82M	0.01%	1159
2025 Q2	$15.2M	Sell	613,236 -1,042,885	-63%	-$24.5M	﹤0.01%	1438
2025 Q1	$39.3M	Sell	1,656,121 -13,544	-0.8%	-$334K	0.01%	816
2024 Q4	$40.5M	Sell	1,669,665 -106,463	-6%	-$2.68M	0.01%	814
2024 Q3	$43.8M	Buy	1,776,128 +197,384	+13%	+$4.74M	0.01%	780
2024 Q2	$36.9M	Buy	1,578,744 +89,506	+6%	+$2.11M	0.01%	805
2024 Q1	$36.5M	Buy	1,489,238 +190,553	+15%	+$4.4M	0.01%	797
2023 Q4	$30M	Buy	1,298,685 +153,896	+13%	+$3.29M	0.01%	831
2023 Q3	$24.1M	Buy	1,144,789 +602,621	+111%	+$13.3M	0.01%	877
2023 Q2	$11.9M	Buy	542,168 +349,270	+181%	+$7.45M	0.01%	1187
2023 Q1	$4.14M	Buy	+192,898	New	+$4.25M	﹤0.01%	1744

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

Envestnet Asset Management's RDVI Position: Q2 2026 in Review

Envestnet Asset Management reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.29% in Q2 2026, selling an estimated $67.4K and leaving 851,604 shares worth $25M. The position accounts for 0.01% of the portfolio, ranked #1280.

Envestnet Asset Management first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $43.8M in Q3 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Envestnet Asset Management held 851,604 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $25M as of Q2 2026.
Envestnet Asset Management sold 2,442 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $67.4K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1280 holding.
Envestnet Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
Envestnet Asset Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $43.8M in Q3 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.