HBK Sorce 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
$430K Buy
14,404
+6,547
+83% +$181K 0.01% 416
2026
Q1
$215K Buy
7,857
+376
+5% +$10.1K ﹤0.01% 588
2025
Q4
$205K Buy
+7,481
New +$194K ﹤0.01% 588

Other funds holding RDVI

HBK Sorce Advisory's RDVI Position: Q2 2026 in Review

HBK Sorce Advisory increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 83% in Q2 2026, buying an estimated $181K and bringing the position to 14,404 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #416.

HBK Sorce Advisory first reported a position in RDVI in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • HBK Sorce Advisory held 14,404 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $430K as of Q2 2026.
  • HBK Sorce Advisory bought 6,547 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $181K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #416 holding.
  • HBK Sorce Advisory first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.