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Split Rock Private Trading & Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Split Rock Private Trading & Wealth 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 		$226K Sell
7,697
-2,494
-24% -$68.9K 0.16% 44
2026
Q1 		$260K Sell
10,191
-1,144
-10% -$30.6K 0.2% 35
2025
Q4 		$297K Buy
+11,335
New +$293K 0.24% 28

Other funds holding RDVI

Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's RDVI Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 24% in Q2 2026, selling an estimated $68.9K and leaving 7,697 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #44.

Split Rock Private Trading & Wealth Management first reported a position in RDVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 187 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 7,697 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $226K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 2,494 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $68.9K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.16% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $297K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.