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

Medallion Wealth 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	$107K	Hold	4,169	–	–	0.03%	343
2025 Q4	$109K	Hold	4,169	–	–	0.04%	342
2025 Q3	$108K	Hold	4,169	–	–	0.04%	341
2025 Q2	$104K	Buy	4,169 +2,669	+178%	+$62.8K	0.04%	339
2025 Q1	$35.7K	Sell	1,500 -128	-8%	-$3.16K	0.02%	477
2024 Q4	$39.5K	Buy	+1,628	New	+$41K	0.02%	451

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Medallion Wealth Advisors's RDVI Position: Q1 2026 in Review

Medallion Wealth Advisors held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q1 2026 at 4,169 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #343.

Medallion Wealth Advisors first reported a position in RDVI in Q4 2024 and has held it in 6 quarters since. The position peaked at $109K in Q4 2025. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Medallion Wealth Advisors held 4,169 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $107K as of Q1 2026.
Medallion Wealth Advisors left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q1 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #343 holding.
Medallion Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $109K in Q4 2025.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.