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 Q2	$179K	Buy	6,100 +1,931	+46%	+$53.3K	0.06%	253
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 $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

Medallion Wealth Advisors's RDVI Position: Q2 2026 in Review

Medallion Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 46% in Q2 2026, buying an estimated $53.3K and bringing the position to 6,100 shares worth $179K. The position accounts for 0.06% of the portfolio, ranked #253.

Medallion Wealth Advisors first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Medallion Wealth Advisors held 6,100 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $179K as of Q2 2026.
Medallion Wealth Advisors bought 1,931 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $53.3K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #253 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 7 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.