Raab & Moskowitz Asset Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Raab & Moskowitz Asset 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	$1.21M	Hold	41,025	–	–	0.24%	86
2026 Q1	$1.05M	Buy	41,025 +3,950	+11%	+$106K	0.23%	86
2025 Q4	$973K	Buy	37,075 +16,575	+81%	+$429K	0.21%	93
2025 Q3	$530K	Hold	20,500	–	–	0.12%	129
2025 Q2	$507K	Hold	20,500	–	–	0.12%	129
2025 Q1	$486K	Hold	20,500	–	–	0.12%	129
2024 Q4	$497K	Hold	20,500	–	–	0.12%	126
2024 Q3	$505K	Hold	20,500	–	–	0.13%	124
2024 Q2	$479K	Hold	20,500	–	–	0.13%	120
2024 Q1	$502K	Hold	20,500	–	–	0.14%	118
2023 Q4	$473K	Hold	20,500	–	–	0.15%	115
2023 Q3	$432K	Buy	20,500 +2,500	+14%	+$55.1K	0.15%	118
2023 Q2	$395K	Buy	18,000 +2,000	+13%	+$42.7K	0.14%	119
2023 Q1	$344K	Buy	16,000 +3,000	+23%	+$66.1K	0.13%	128
2022 Q4	$277K	Buy	+13,000	New	+$281K	0.11%	139

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

Raab & Moskowitz Asset Management's RDVI Position: Q2 2026 in Review

Raab & Moskowitz Asset Management held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 41,025 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #86.

Raab & Moskowitz Asset Management first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Raab & Moskowitz Asset Management held 41,025 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.21M as of Q2 2026.
Raab & Moskowitz Asset Management left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.24% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #86 holding.
Raab & Moskowitz Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.