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

Rhodes 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 Q3	$235K	Sell	8,425 -700	-8%	-$20.3K	0.17%	113
2026 Q2	$268K	Buy	9,125 +200	+2%	+$5.52K	0.2%	100
2026 Q1	$228K	Buy	8,925 +950	+12%	+$25.4K	0.2%	103
2025 Q4	$209K	Buy	+7,975	New	+$206K	0.17%	106

Other funds holding RDVI

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Rhodes Investment Advisors's RDVI Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 7.7% in Q3 2026, selling an estimated $20.3K and leaving 8,425 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #113.

Rhodes Investment Advisors first reported a position in RDVI in Q4 2025 and has held it in 4 quarters since. The position peaked at $268K in Q2 2026. 10 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Rhodes Investment Advisors held 8,425 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $235K as of Q3 2026.
Rhodes Investment Advisors sold 700 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $20.3K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.17% of Rhodes Investment Advisors's portfolio in Q3 2026, its #113 holding.
Rhodes Investment Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 4 quarters since.
Rhodes Investment Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $268K in Q2 2026.
10 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.