QTR Family Wealth’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

QTR Family Wealth’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	$1.02M	Buy	34,677 +80	+0.2%	+$2.21K	0.36%	61
2026 Q1	$946K	Sell	34,597 -149	-0.4%	-$3.98K	0.39%	54
2025 Q4	$948K	Buy	34,746 +11,914	+52%	+$308K	0.42%	50
2025 Q3	$590K	Sell	22,832 -1,586	-6%	-$40K	0.28%	77
2025 Q2	$603K	Buy	24,418 +1,157	+5%	+$27.2K	0.37%	64
2025 Q1	$552K	Buy	+23,261	New	+$574K	0.42%	61

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

QTR Family Wealth's RDVI Position: Q2 2026 in Review

QTR Family Wealth increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.23% in Q2 2026, buying an estimated $2.21K and bringing the position to 34,677 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #61.

QTR Family Wealth first reported a position in RDVI in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

QTR Family Wealth held 34,677 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.02M as of Q2 2026.
QTR Family Wealth bought 80 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.21K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.36% of QTR Family Wealth's portfolio in Q2 2026, its #61 holding.
QTR Family Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.