Lifeworks Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Lifeworks 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 Q1	–	Sell	-53,461	Closed	-$1.4M	–	329
2025 Q4	$1.4M	Sell	53,461 -1,220	-2%	-$31.6K	0.18%	116
2025 Q3	$1.41M	Sell	54,681 -1,171	-2%	-$29.5K	0.19%	115
2025 Q2	$1.38M	Sell	55,852 -2,450	-4%	-$57.6K	0.21%	106
2025 Q1	$1.38M	Buy	+58,302	New	+$1.44M	0.23%	102

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Lifeworks Advisors's RDVI Position: Q1 2026 in Review

Lifeworks Advisors sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026, closing a stake of 53,461 shares — an estimated $1.4M sold.

Lifeworks Advisors first reported a position in RDVI in Q1 2025 and held it in 4 quarters. The position peaked at $1.41M in Q3 2025. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Lifeworks Advisors reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 53,461 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $1.4M.
Lifeworks Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 4 quarters.
Lifeworks Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.41M in Q3 2025.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.