National Wealth Management Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

National Wealth Management Group’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	$604K	Sell	20,553 -2,427	-11%	-$67K	0.19%	101
2026 Q1	$587K	Sell	22,980 -10,404	-31%	-$278K	0.22%	97
2025 Q4	$876K	Buy	33,384 +25,419	+319%	+$658K	0.3%	80
2025 Q3	$206K	Sell	7,965 -286	-3%	-$7.22K	0.08%	222
2025 Q2	$204K	Buy	+8,251	New	+$194K	0.11%	154

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

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 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

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

National Wealth Management Group's RDVI Position: Q2 2026 in Review

National Wealth Management Group reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 11% in Q2 2026, selling an estimated $67K and leaving 20,553 shares worth $604K. The position accounts for 0.19% of the portfolio, ranked #101.

National Wealth Management Group first reported a position in RDVI in Q2 2025 and has held it in 5 quarters since. The position peaked at $876K in Q4 2025. 75 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

National Wealth Management Group held 20,553 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $604K as of Q2 2026.
National Wealth Management Group sold 2,427 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $67K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.19% of National Wealth Management Group's portfolio in Q2 2026, its #101 holding.
National Wealth Management Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
National Wealth Management Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $876K in Q4 2025.
75 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.