Semus Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Semus Wealth Partners’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	$4.5M	Buy	153,022 +5,705	+4%	+$158K	2.17%	15
2026 Q1	$3.76M	Buy	147,317 +2,896	+2%	+$77.4K	2.1%	16
2025 Q4	$3.79M	Buy	144,421 +5,231	+4%	+$135K	2.04%	16
2025 Q3	$3.6M	Buy	139,190 +19,855	+17%	+$501K	2.04%	15
2025 Q2	$2.95M	Buy	119,335 +3,981	+3%	+$93.6K	1.91%	15
2025 Q1	$2.74M	Buy	115,354 +16,276	+16%	+$402K	1.91%	14
2024 Q4	$2.4M	Buy	99,078 +9,454	+11%	+$238K	1.59%	15
2024 Q3	$2.21M	Buy	89,624 +11,315	+14%	+$271K	1.54%	15
2024 Q2	$1.83M	Buy	78,309 +12,877	+20%	+$304K	1.41%	16
2024 Q1	$1.6M	Buy	65,432 +6,319	+11%	+$146K	1.35%	16
2023 Q4	$1.36M	Buy	59,113 +7,153	+14%	+$153K	1.12%	17
2023 Q3	$1.09M	Buy	51,960 +20,809	+67%	+$459K	1.02%	17
2023 Q2	$684K	Buy	+31,151	New	+$665K	0.63%	33

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

Semus Wealth Partners's RDVI Position: Q2 2026 in Review

Semus Wealth Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.9% in Q2 2026, buying an estimated $158K and bringing the position to 153,022 shares worth $4.5M. The position accounts for 2.17% of the portfolio, ranked #15.

Semus Wealth Partners first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Semus Wealth Partners held 153,022 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.5M as of Q2 2026.
Semus Wealth Partners bought 5,705 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $158K.
FT Vest Rising Dividend Achievers Target Income ETF made up 2.17% of Semus Wealth Partners's portfolio in Q2 2026, its #15 holding.
Semus Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.