Prime Capital Investment Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Prime Capital Investment 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	$12.5M	Sell	423,807 -198,182	-32%	-$5.47M	0.12%	130
2026 Q1	$15.9M	Buy	621,989 +9,752	+2%	+$261K	0.18%	107
2025 Q4	$16.1M	Buy	612,237 +21,366	+4%	+$553K	0.2%	90
2025 Q3	$15.3M	Buy	590,871 +26,264	+5%	+$663K	0.19%	92
2025 Q2	$14M	Buy	564,607 +547,567	+3,213%	+$12.9M	0.19%	91
2025 Q1	$404K	Buy	17,040 +1,970	+13%	+$48.7K	﹤0.01%	732
2024 Q4	$365K	Buy	+15,070	New	+$379K	0.01%	659

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

Prime Capital Investment Advisors's RDVI Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 32% in Q2 2026, selling an estimated $5.47M and leaving 423,807 shares worth $12.5M. The position accounts for 0.12% of the portfolio, ranked #130.

Prime Capital Investment Advisors first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1M in Q4 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Prime Capital Investment Advisors held 423,807 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $12.5M as of Q2 2026.
Prime Capital Investment Advisors sold 198,182 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $5.47M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.12% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #130 holding.
Prime Capital Investment 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.
Prime Capital Investment Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $16.1M in Q4 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.