Milestone Asset Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Milestone Asset Management’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	$1.65M	Sell	56,054 -15,504	-22%	-$428K	0.26%	90
2026 Q1	$1.83M	Buy	71,558 +2,212	+3%	+$59.1K	0.34%	81
2025 Q4	$1.82M	Sell	69,346 -123	-0.2%	-$3.18K	0.34%	61
2025 Q3	$1.8M	Buy	69,469 +29,298	+73%	+$739K	0.34%	58
2025 Q2	$993K	Buy	40,171 +12,940	+48%	+$304K	0.21%	89
2025 Q1	$646K	Sell	27,231 -22,834	-46%	-$564K	0.14%	117
2024 Q4	$1.21M	Sell	50,065 -56,684	-53%	-$1.43M	0.27%	86
2024 Q3	$2.63M	Sell	106,749 -14,787	-12%	-$355K	0.59%	37
2024 Q2	$2.84M	Buy	121,536 +26,427	+28%	+$624K	0.71%	32
2024 Q1	$2.33M	Buy	+95,109	New	+$2.2M	0.67%	38

Other funds holding RDVI

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Milestone Asset Management's RDVI Position: Q2 2026 in Review

Milestone Asset Management reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 22% in Q2 2026, selling an estimated $428K and leaving 56,054 shares worth $1.65M. The position accounts for 0.26% of the portfolio, ranked #90.

Milestone Asset Management first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.84M in Q2 2024. 41 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Milestone Asset Management held 56,054 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.65M as of Q2 2026.
Milestone Asset Management sold 15,504 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $428K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.26% of Milestone Asset Management's portfolio in Q2 2026, its #90 holding.
Milestone Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.84M in Q2 2024.
41 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.