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

EP Wealth Advisors’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	$278K	Hold	9,450	–	–	﹤0.01%	1334
2026 Q1	$241K	Hold	9,450	–	–	﹤0.01%	1295
2025 Q4	$248K	Buy	+9,450	New	+$245K	﹤0.01%	1250
2025 Q2	$238K	Buy	+9,650	New	+$227K	﹤0.01%	1153

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

EP Wealth Advisors's RDVI Position: Q2 2026 in Review

EP Wealth Advisors held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 9,450 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

EP Wealth Advisors first reported a position in RDVI in Q2 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

EP Wealth Advisors held 9,450 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $278K as of Q2 2026.
EP Wealth Advisors 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 ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1334 holding.
EP Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.