Stirlingshire Investments’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Stirlingshire Investments’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	$628K	Buy	21,347 +6,530	+44%	+$180K	0.47%	61
2026 Q1	$379K	Buy	14,817 +5,542	+60%	+$148K	0.33%	91
2025 Q4	$243K	Buy	+9,275	New	+$240K	0.22%	150

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

Stirlingshire Investments's RDVI Position: Q2 2026 in Review

Stirlingshire Investments increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 44% in Q2 2026, buying an estimated $180K and bringing the position to 21,347 shares worth $628K. The position accounts for 0.47% of the portfolio, ranked #61.

Stirlingshire Investments 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.

Stirlingshire Investments held 21,347 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $628K as of Q2 2026.
Stirlingshire Investments bought 6,530 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $180K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.47% of Stirlingshire Investments's portfolio in Q2 2026, its #61 holding.
Stirlingshire Investments 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 Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.