Triad Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Triad Wealth Partners’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	$782K	Buy	+26,609	New	+$735K	0.05%	238
2025 Q1	–	Sell	-11,714	Closed	-$284K	–	221
2024 Q4	$284K	Buy	+11,714	New	+$295K	0.1%	142
2024 Q3	–	Sell	-6,205	Closed	-$145K	–	701
2024 Q2	$145K	Buy	+6,205	New	+$146K	0.08%	114

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

Triad Wealth Partners's RDVI Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 26,609 shares worth $782K. The stake represents 0.05% of the portfolio and ranks #238 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in RDVI as recently as Q4 2024.

Triad Wealth Partners first reported a position in RDVI in Q2 2024 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Triad Wealth Partners held 26,609 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $782K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Triad Wealth Partners position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #238 holding.
Triad Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.