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

StoneCrest 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 		$5.3M Buy
180,277
+989
+0.6% +$27.3K 1.69% 24
2026
Q1 		$4.58M Buy
179,288
+474
+0.3% +$12.7K 1.94% 22
2025
Q4 		$4.69M Buy
+178,814
New +$4.63M 1.89% 23

Other funds holding RDVI

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
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

StoneCrest Wealth Management's RDVI Position: Q2 2026 in Review

StoneCrest Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.55% in Q2 2026, buying an estimated $27.3K and bringing the position to 180,277 shares worth $5.3M. The position accounts for 1.69% of the portfolio, ranked #24.

StoneCrest Wealth Management first reported a position in RDVI in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • StoneCrest Wealth Management held 180,277 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.3M as of Q2 2026.
  • StoneCrest Wealth Management bought 989 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $27.3K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 1.69% of StoneCrest Wealth Management's portfolio in Q2 2026, its #24 holding.
  • StoneCrest 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.
  • 41 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.