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

Tidemark’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	$1.72M	Sell	58,616 -13,459	-19%	-$372K	0.39%	41
2026 Q1	$1.84M	Buy	72,075 +3,702	+5%	+$99K	0.47%	35
2025 Q4	$1.79M	Buy	68,373 +7,095	+12%	+$184K	0.51%	33
2025 Q3	$1.58M	Buy	61,278 +27,003	+79%	+$681K	0.46%	35
2025 Q2	$847K	Buy	34,275 +14,452	+73%	+$340K	0.27%	49
2025 Q1	$470K	Buy	19,823 +13,494	+213%	+$333K	0.17%	69
2024 Q4	$153K	Buy	+6,329	New	+$159K	0.06%	139

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

Tidemark's RDVI Position: Q2 2026 in Review

Tidemark reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 19% in Q2 2026, selling an estimated $372K and leaving 58,616 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #41.

Tidemark first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Tidemark held 58,616 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.72M as of Q2 2026.
Tidemark sold 13,459 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $372K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.39% of Tidemark's portfolio in Q2 2026, its #41 holding.
Tidemark first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Tidemark's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.84M in Q1 2026.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.