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

Sovran 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 Q2	$519K	Buy	17,758 +4,719	+36%	+$130K	0.04%	374
2026 Q1	$359K	Buy	13,039 +5,590	+75%	+$149K	0.03%	422
2025 Q4	$204K	Buy	+7,449	New	+$193K	0.02%	538

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

Sovran Advisors's RDVI Position: Q2 2026 in Review

Sovran Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 36% in Q2 2026, buying an estimated $130K and bringing the position to 17,758 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #374.

Sovran Advisors first reported a position in RDVI in Q4 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Sovran Advisors held 17,758 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $519K as of Q2 2026.
Sovran Advisors bought 4,719 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $130K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #374 holding.
Sovran Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.