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

Ergawealth 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 Q1	$403K	Sell	15,780 -5,101	-24%	-$136K	0.18%	38
2025 Q4	$548K	Sell	20,881 -102,456	-83%	-$2.65M	0.25%	31
2025 Q3	$3.19M	Sell	123,337 -68,568	-36%	-$1.73M	1.49%	17
2025 Q2	$4.74M	Sell	191,905 -63,982	-25%	-$1.5M	2.13%	15
2025 Q1	$6.07M	Buy	255,887 +32,903	+15%	+$813K	3.01%	13
2024 Q4	$5.41M	Buy	222,984 +944	+0.4%	+$23.8K	2.67%	13
2024 Q3	$5.47M	Buy	222,040 +18,350	+9%	+$440K	2.71%	13
2024 Q2	$4.76M	Sell	203,690 -124,583	-38%	-$2.94M	2.59%	12
2024 Q1	$8.04M	Buy	328,273 +169,988	+107%	+$3.93M	4.41%	9
2023 Q4	$3.65M	Buy	158,285 +147,845	+1,416%	+$3.16M	2.25%	12
2023 Q3	$220K	Buy	+10,440	New	+$230K	0.15%	47

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ergawealth Advisors's RDVI Position: Q1 2026 in Review

Ergawealth Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 24% in Q1 2026, selling an estimated $136K and leaving 15,780 shares worth $403K. The position accounts for 0.18% of the portfolio, ranked #38.

Ergawealth Advisors first reported a position in RDVI in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.04M in Q1 2024. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Ergawealth Advisors held 15,780 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $403K as of Q1 2026.
Ergawealth Advisors sold 5,101 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $136K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.18% of Ergawealth Advisors's portfolio in Q1 2026, its #38 holding.
Ergawealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 11 quarters since.
Ergawealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $8.04M in Q1 2024.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.