Silver Oak Securities’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Silver Oak Securities’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	$15.1M	Buy	514,302 +28,914	+6%	+$798K	0.92%	21
2026 Q1	$12.4M	Buy	485,388 +54,419	+13%	+$1.45M	0.91%	22
2025 Q4	$11.4M	Buy	430,969 +30,945	+8%	+$801K	0.77%	25
2025 Q3	$10.3M	Buy	400,024 +55,203	+16%	+$1.39M	0.77%	27
2025 Q2	$8.52M	Buy	344,821 +81,128	+31%	+$1.91M	0.69%	31
2025 Q1	$6.2M	Buy	263,693 +31,734	+14%	+$784K	0.57%	38
2024 Q4	$5.6M	Buy	231,959 +132,172	+132%	+$3.33M	0.52%	41
2024 Q3	$2.45M	Buy	99,787 +14,455	+17%	+$347K	0.26%	87
2024 Q2	$2M	Buy	85,332 +4,756	+6%	+$112K	0.3%	75
2024 Q1	$1.97M	Buy	80,576 +13,412	+20%	+$310K	0.3%	77
2023 Q4	$1.55M	Buy	67,164 +28,139	+72%	+$602K	0.21%	114
2023 Q3	$822K	Buy	+39,025	New	+$860K	0.18%	108

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

Silver Oak Securities's RDVI Position: Q2 2026 in Review

Silver Oak Securities increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 6% in Q2 2026, buying an estimated $798K and bringing the position to 514,302 shares worth $15.1M. The position accounts for 0.92% of the portfolio, ranked #21.

Silver Oak Securities first reported a position in RDVI in Q3 2023 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Silver Oak Securities held 514,302 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $15.1M as of Q2 2026.
Silver Oak Securities bought 28,914 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $798K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.92% of Silver Oak Securities's portfolio in Q2 2026, its #21 holding.
Silver Oak Securities first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 12 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.