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

Topsail 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	$150K	Hold	5,094	–	–	0.02%	179
2026 Q1	$130K	Buy	5,094 +2,594	+104%	+$69.3K	0.02%	183
2025 Q4	$65.6K	Buy	+2,500	New	+$64.7K	0.01%	195

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

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

Topsail Wealth Management held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 5,094 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #179.

Topsail Wealth Management 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.

Topsail Wealth Management held 5,094 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $150K as of Q2 2026.
Topsail Wealth Management left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Topsail Wealth Management's portfolio in Q2 2026, its #179 holding.
Topsail 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.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.