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

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

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. 315 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.
315 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.