Global Assets Advisory’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
$920K Buy
+31,490
New +$870K 0.2% 120
2026
Q1
– Sell
-31,990
Closed -$839K – 542
2025
Q4
$839K Hold
31,990
– – 0.24% 91
2025
Q3
$827K Sell
31,990
-2,785
-8% -$70.3K 0.25% 98
2025
Q2
$868K Sell
34,775
-73,075
-68% -$1.72M 0.34% 74
2025
Q1
$2.42M Buy
107,850
+71,400
+196% +$1.76M 0.46% 51
2024
Q4
$881K Hold
36,450
– – 0.49% 53
2024
Q3
$892K Buy
+36,450
New +$874K 0.49% 52
2024
Q2
– Sell
-36,450
Closed -$887K – 400
2024
Q1
$887K Hold
36,450
– – 0.53% 43
2023
Q4
$843K Hold
36,450
– – 1.09% 28
2023
Q3
$768K Buy
+36,450
New +$803K 0.68% 44

Other funds holding RDVI

Global Assets Advisory's RDVI Position: Q2 2026 in Review

Global Assets Advisory opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 31,490 shares worth $920K. The stake represents 0.2% of the portfolio and ranks #120 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in RDVI as recently as Q4 2025.

Global Assets Advisory first reported a position in RDVI in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q1 2025. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Global Assets Advisory held 31,490 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $920K as of Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Global Assets Advisory position in Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.2% of Global Assets Advisory's portfolio in Q2 2026, its #120 holding.
  • Global Assets Advisory first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 10 quarters since.
  • Global Assets Advisory's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.42M in Q1 2025.
  • 315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.