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 Q2	$287K	Sell	9,749 -6,031	-38%	-$167K	0.11%	44
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 $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

Ergawealth Advisors's RDVI Position: Q2 2026 in Review

Ergawealth Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 38% in Q2 2026, selling an estimated $167K and leaving 9,749 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #44.

Ergawealth Advisors first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.04M in Q1 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Ergawealth Advisors held 9,749 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $287K as of Q2 2026.
Ergawealth Advisors sold 6,031 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $167K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.11% of Ergawealth Advisors's portfolio in Q2 2026, its #44 holding.
Ergawealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 12 quarters since.
Ergawealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $8.04M in Q1 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.