Jeff Yass’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Jeff Yass’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	$888K	Buy	+30,207	New	+$834K	﹤0.01%	8490
2026 Q1	–	Sell	-50,121	Closed	-$1.32M	–	13939
2025 Q4	$1.32M	Buy	50,121 +32,138	+179%	+$832K	﹤0.01%	6558
2025 Q3	$465K	Sell	17,983 -103,969	-85%	-$2.62M	﹤0.01%	9132
2025 Q2	$3.01M	Buy	121,952 +63,271	+108%	+$1.49M	﹤0.01%	4943
2025 Q1	$1.39M	Buy	58,681 +32,293	+122%	+$798K	﹤0.01%	6406
2024 Q4	$640K	Sell	26,388 -65,560	-71%	-$1.65M	﹤0.01%	8067
2024 Q3	$2.27M	Buy	91,948 +72,578	+375%	+$1.74M	﹤0.01%	5031
2024 Q2	$453K	Buy	+19,370	New	+$457K	﹤0.01%	8500
2024 Q1	–	Sell	-9,818	Closed	-$227K	–	13144
2023 Q4	$227K	Sell	9,818 -13,121	-57%	-$281K	﹤0.01%	10421
2023 Q3	$483K	Buy	+22,939	New	+$505K	﹤0.01%	8305

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

Jeff Yass's RDVI Position: Q2 2026 in Review

Jeff Yass opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 30,207 shares worth $888K. The stake represents ﹤0.01% of the portfolio and ranks #8490 among its holdings. This is a return to the name: Jeff Yass previously reported a position in RDVI as recently as Q4 2025.

Jeff Yass first reported a position in RDVI in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q2 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Jeff Yass held 30,207 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $888K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Jeff Yass position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8490 holding.
Jeff Yass first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 10 quarters since.
Jeff Yass's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $3.01M in Q2 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.