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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.57M Buy
53,451
+9,426
+21% +$260K 0.05% 260
2026
Q1
$1.12M Buy
44,025
+4,924
+13% +$132K 0.03% 351
2025
Q4
$1.03M Buy
39,101
+200
+0.5% +$5.18K 0.04% 335
2025
Q3
$1.01M Buy
38,901
+5,776
+17% +$146K 0.04% 309
2025
Q2
$819K Buy
33,125
+4,148
+14% +$97.6K 0.04% 324
2025
Q1
$687K Buy
28,977
+3,725
+15% +$92K 0.04% 319
2024
Q4
$612K Buy
25,252
+126
+0.5% +$3.17K 0.03% 331
2024
Q3
$619K Buy
25,126
+11,218
+81% +$269K 0.04% 293
2024
Q2
$344K Sell
13,908
-1,203
-8% -$28.4K 0.02% 402
2024
Q1
$349K Buy
15,111
+10,291
+214% +$238K 0.03% 344
2023
Q4
$111K Buy
+4,820
New +$103K 0.01% 596

Other funds holding RDVI

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

EverSource Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 21% in Q2 2026, buying an estimated $260K and bringing the position to 53,451 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #260.

EverSource Wealth Advisors first reported a position in RDVI in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • EverSource Wealth Advisors held 53,451 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.57M as of Q2 2026.
  • EverSource Wealth Advisors bought 9,426 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $260K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #260 holding.
  • EverSource Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.