J.W. Cole Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

J.W. Cole Advisors’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	$6.32M	Buy	215,085 +54,803	+34%	+$1.51M	0.11%	192
2026 Q1	$4.1M	Buy	160,282 +2,535	+2%	+$67.8K	0.14%	139
2025 Q4	$4.03M	Buy	157,747 +16,500	+12%	+$427K	0.1%	208
2025 Q3	$3.65M	Buy	141,247 +23,233	+20%	+$586K	0.07%	275
2025 Q2	$2.92M	Buy	118,014 +29,971	+34%	+$705K	0.06%	298
2025 Q1	$2.09M	Buy	88,043 +41,936	+91%	+$1.04M	0.06%	308
2024 Q4	$1.12M	Buy	46,107 +12,093	+36%	+$304K	0.05%	386
2024 Q3	$838K	Buy	34,014 +89	+0.3%	+$2.13K	0.04%	437
2024 Q2	$793K	Buy	33,925 +1,177	+4%	+$27.8K	0.04%	400
2024 Q1	$802K	Buy	32,748 +4,691	+17%	+$108K	0.04%	393
2023 Q4	$648K	Buy	28,057 +1,540	+6%	+$33K	0.04%	407
2023 Q3	$559K	Buy	26,517 +5,618	+27%	+$124K	0.04%	389
2023 Q2	$459K	Buy	20,899 +9,369	+81%	+$200K	0.03%	449
2023 Q1	$248K	Buy	+11,530	New	+$254K	0.02%	667

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

J.W. Cole Advisors's RDVI Position: Q2 2026 in Review

J.W. Cole Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 34% in Q2 2026, buying an estimated $1.51M and bringing the position to 215,085 shares worth $6.32M. The position accounts for 0.11% of the portfolio, ranked #192.

J.W. Cole Advisors first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

J.W. Cole Advisors held 215,085 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $6.32M as of Q2 2026.
J.W. Cole Advisors bought 54,803 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.51M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.11% of J.W. Cole Advisors's portfolio in Q2 2026, its #192 holding.
J.W. Cole Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.