MTM Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

MTM Investment 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	$1.93M	Buy	65,810 +2,733	+4%	+$75.5K	0.55%	52
2026 Q1	$1.61M	Buy	63,077 +5,615	+10%	+$150K	0.51%	52
2025 Q4	$1.51M	Buy	57,462 +9,000	+19%	+$233K	0.48%	54
2025 Q3	$1.25M	Sell	48,462 -1,200	-2%	-$30.3K	0.4%	66
2025 Q2	$1.23M	Hold	49,662	–	–	0.41%	62
2025 Q1	$1.18M	Hold	49,662	–	–	0.46%	59
2024 Q4	$1.2M	Buy	49,662 +3,950	+9%	+$99.4K	0.46%	58
2024 Q3	$1.14M	Buy	45,712 +200	+0.4%	+$4.8K	0.44%	64
2024 Q2	$1.06M	Buy	45,512 +2,700	+6%	+$63.7K	0.44%	63
2024 Q1	$1.05M	Buy	42,812 +4,685	+12%	+$108K	0.43%	64
2023 Q4	$880K	Buy	38,127 +4,800	+14%	+$103K	0.4%	68
2023 Q3	$702K	Buy	33,327 +17,627	+112%	+$388K	0.35%	78
2023 Q2	$345K	Buy	15,700 +11,700	+293%	+$250K	0.17%	123
2023 Q1	$85.9K	Buy	+4,000	New	+$88.2K	0.04%	203

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

MTM Investment Management's RDVI Position: Q2 2026 in Review

MTM Investment Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.3% in Q2 2026, buying an estimated $75.5K and bringing the position to 65,810 shares worth $1.93M. The position accounts for 0.55% of the portfolio, ranked #52.

MTM Investment Management first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

MTM Investment Management held 65,810 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.93M as of Q2 2026.
MTM Investment Management bought 2,733 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $75.5K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.55% of MTM Investment Management's portfolio in Q2 2026, its #52 holding.
MTM Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.