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

Tortuga 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 Q1	$287K	Hold	11,225	–	–	0.27%	80
2025 Q4	$295K	Buy	+11,225	New	+$290K	0.31%	69

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tortuga Wealth Management's RDVI Position: Q1 2026 in Review

Tortuga Wealth Management held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q1 2026 at 11,225 shares worth $287K. The position accounts for 0.27% of the portfolio, ranked #80.

Tortuga Wealth Management first reported a position in RDVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $295K in Q4 2025. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Tortuga Wealth Management held 11,225 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $287K as of Q1 2026.
Tortuga Wealth Management left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q1 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.27% of Tortuga Wealth Management's portfolio in Q1 2026, its #80 holding.
Tortuga Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 2 quarters since.
Tortuga Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $295K in Q4 2025.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.