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

Formidable 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	$783K	Buy	30,635 +10,000	+48%	+$276K	0.12%	169
2026 Q1	$541K	Sell	20,635 -125	-0.6%	-$3.34K	0.08%	220
2025 Q4	$537K	Buy	20,760 +2,785	+15%	+$72.1K	0.08%	238
2025 Q3	$444K	Buy	17,975 +8,500	+90%	+$214K	0.07%	263
2025 Q2	$225K	Hold	9,475	–	–	0.04%	354
2025 Q1	$225K	Buy	+9,475	New	+$234K	0.04%	355
2024 Q2	–	Sell	-4,450	Closed	-$109K	–	425
2024 Q1	$109K	Buy	+4,450	New	+$103K	0.02%	370

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

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

Formidable Asset Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 48% in Q2 2026, buying an estimated $276K and bringing the position to 30,635 shares worth $783K. The position accounts for 0.12% of the portfolio, ranked #169.

Formidable Asset Management first reported a position in RDVI in Q1 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Formidable Asset Management held 30,635 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $783K as of Q2 2026.
Formidable Asset Management bought 10,000 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $276K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.12% of Formidable Asset Management's portfolio in Q2 2026, its #169 holding.
Formidable Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.