SteelPeak Wealth’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-22,450	Closed	-$589K	–	636
2025 Q4	$589K	Sell	22,450 -10,900	-33%	-$282K	0.02%	334
2025 Q3	$862K	Buy	33,350 +221	+0.7%	+$5.58K	0.03%	314
2025 Q2	$819K	Sell	33,129 -12,121	-27%	-$285K	0.03%	306
2025 Q1	$1.07M	Sell	45,250 -2,204	-5%	-$54.4K	0.04%	245
2024 Q4	$1.15M	Hold	47,454	–	–	0.05%	228
2024 Q3	$1.17M	Sell	47,454 -1,300	-3%	-$31.2K	0.05%	213
2024 Q2	$1.14M	Buy	48,754 +34,304	+237%	+$810K	0.05%	215
2024 Q1	$354K	Buy	+14,450	New	+$334K	0.02%	344

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

SteelPeak Wealth's RDVI Position: Q1 2026 in Review

SteelPeak Wealth sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026, closing a stake of 22,450 shares — an estimated $589K sold.

SteelPeak Wealth first reported a position in RDVI in Q1 2024 and held it in 8 quarters. The position peaked at $1.17M in Q3 2024. 283 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

SteelPeak Wealth reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 22,450 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $589K.
SteelPeak Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and held it in 8 quarters.
SteelPeak Wealth's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.17M in Q3 2024.
283 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.