Triumph Capital Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Triumph Capital 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	$2.15M	Buy	73,215 +2,634	+4%	+$72.7K	0.39%	56
2026 Q1	$1.8M	Buy	70,581 +1,568	+2%	+$41.9K	0.37%	58
2025 Q4	$1.81M	Sell	69,013 -767	-1%	-$19.8K	0.39%	51
2025 Q3	$1.8M	Buy	69,780 +3,477	+5%	+$87.7K	0.48%	49
2025 Q2	$1.64M	Buy	+66,303	New	+$1.56M	0.49%	45
2025 Q1	–	Sell	-9,812	Closed	-$238K	–	299
2024 Q4	$238K	Sell	9,812 -9,895	-50%	-$249K	0.08%	243
2024 Q3	$486K	Sell	19,707 -233	-1%	-$5.59K	0.17%	138
2024 Q2	$466K	Buy	19,940 +3,572	+22%	+$84.3K	0.18%	133
2024 Q1	$398K	Buy	+16,368	New	+$378K	0.16%	136

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

Triumph Capital Management's RDVI Position: Q2 2026 in Review

Triumph Capital Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.7% in Q2 2026, buying an estimated $72.7K and bringing the position to 73,215 shares worth $2.15M. The position accounts for 0.39% of the portfolio, ranked #56.

Triumph Capital Management first reported a position in RDVI in Q1 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Triumph Capital Management held 73,215 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.15M as of Q2 2026.
Triumph Capital Management bought 2,634 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $72.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.39% of Triumph Capital Management's portfolio in Q2 2026, its #56 holding.
Triumph Capital Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 9 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.