Pinnacle Associates’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Pinnacle Associates’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	$25.1M	Buy	852,753 +10,619	+1%	+$293K	0.27%	87
2026 Q1	$21.5M	Buy	842,134 +6,177	+0.7%	+$165K	0.28%	87
2025 Q4	$21.9M	Buy	835,957 +36,297	+5%	+$939K	0.28%	85
2025 Q3	$20.7M	Buy	799,660 +27,181	+4%	+$686K	0.27%	92
2025 Q2	$19.1M	Buy	772,479 +40,772	+6%	+$959K	0.28%	86
2025 Q1	$17.4M	Buy	731,707 +104,096	+17%	+$2.57M	0.25%	91
2024 Q4	$15.2M	Buy	627,611 +393,118	+168%	+$9.89M	0.21%	104
2024 Q3	$5.41M	Sell	234,493 -306,122	-57%	-$7.34M	0.09%	227
2024 Q2	$12.6M	Buy	540,615 +37,905	+8%	+$895K	0.2%	118
2024 Q1	$12.3M	Buy	502,710 +268,217	+114%	+$6.2M	0.19%	128
2023 Q4	$5.41M	Buy	234,493 +47,485	+25%	+$1.02M	0.09%	230
2023 Q3	$3.94M	Buy	187,008 +80,953	+76%	+$1.78M	0.07%	252
2023 Q2	$2.33M	Buy	106,055 +80,655	+318%	+$1.72M	0.04%	339
2023 Q1	$545K	Buy	+25,400	New	+$560K	0.01%	503

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

Pinnacle Associates's RDVI Position: Q2 2026 in Review

Pinnacle Associates increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.3% in Q2 2026, buying an estimated $293K and bringing the position to 852,753 shares worth $25.1M. The position accounts for 0.27% of the portfolio, ranked #87.

Pinnacle Associates 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.

Pinnacle Associates held 852,753 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $25.1M as of Q2 2026.
Pinnacle Associates bought 10,619 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $293K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.27% of Pinnacle Associates's portfolio in Q2 2026, its #87 holding.
Pinnacle Associates 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 Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.