International Assets Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

International Assets Investment 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	$1.92M	Buy	65,687 +2,799	+4%	+$77.3K	0.11%	165
2026 Q1	$1.62M	Buy	62,888 +5,068	+9%	+$135K	0.11%	169
2025 Q4	$1.52M	Buy	57,820 +5,920	+11%	+$153K	0.1%	171
2025 Q3	$1.29M	Sell	51,900 -400	-0.8%	-$10.1K	0.1%	188
2025 Q2	$1.29M	Buy	52,300 +8,951	+21%	+$211K	0.1%	188
2025 Q1	$1.03M	Sell	43,349 -11,396	-21%	-$281K	0.09%	231
2024 Q4	$1.32M	Buy	+54,745	New	+$1.38M	0.11%	172
2024 Q3	–	Sell	-10,800	Closed	-$253K	–	2463
2024 Q2	$253K	Buy	+10,800	New	+$255K	0.02%	604

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

International Assets Investment Management's RDVI Position: Q2 2026 in Review

International Assets Investment Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.5% in Q2 2026, buying an estimated $77.3K and bringing the position to 65,687 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #165.

International Assets Investment Management first reported a position in RDVI in Q2 2024 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

International Assets Investment Management held 65,687 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.92M as of Q2 2026.
International Assets Investment Management bought 2,799 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $77.3K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.11% of International Assets Investment Management's portfolio in Q2 2026, its #165 holding.
International Assets Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 8 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.