Smallwood Wealth Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Smallwood Wealth Investment 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	$58.8K	Hold	2,000	–	–	0.03%	181
2026 Q1	$51.1K	Hold	2,000	–	–	0.03%	181
2025 Q4	$52.5K	Hold	2,000	–	–	0.03%	174
2025 Q3	$51.7K	Hold	2,000	–	–	0.03%	175
2025 Q2	$49.4K	Hold	2,000	–	–	0.03%	169
2025 Q1	$47.4K	Buy	+2,000	New	+$49.4K	0.03%	165

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

Smallwood Wealth Investment Management's RDVI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 2,000 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #181.

Smallwood Wealth Investment Management 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.

Smallwood Wealth Investment Management held 2,000 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $58.8K as of Q2 2026.
Smallwood Wealth Investment 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 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #181 holding.
Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.