Sunbelt Securities’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Sunbelt Securities’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	$1.2M	Buy	46,817 +11,280	+32%	+$302K	0.08%	223
2025 Q4	$932K	Buy	35,537 +2,821	+9%	+$73K	0.06%	258
2025 Q3	$846K	Buy	32,716 +15,679	+92%	+$396K	0.06%	277
2025 Q2	$413K	Sell	17,037 -329	-2%	-$7.74K	0.04%	395
2025 Q1	$412K	Buy	17,366 +440	+3%	+$10.9K	0.04%	370
2024 Q4	$409K	Buy	16,926 +6,936	+69%	+$175K	0.04%	405
2024 Q3	$246K	Buy	9,990 +6,973	+231%	+$167K	0.02%	539
2024 Q2	$70.5K	Buy	+3,017	New	+$71.2K	0.01%	821

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

Sunbelt Securities's RDVI Position: Q1 2026 in Review

Sunbelt Securities increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 32% in Q1 2026, buying an estimated $302K and bringing the position to 46,817 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #223.

Sunbelt Securities first reported a position in RDVI in Q2 2024 and has held it in 8 quarters since. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Sunbelt Securities held 46,817 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.2M as of Q1 2026.
Sunbelt Securities bought 11,280 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $302K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #223 holding.
Sunbelt Securities first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 8 quarters since.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.