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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.14M Buy
174,899
+6,927
+4% +$191K 1.79% 6
2026
Q1
$4.29M Buy
167,972
+5,064
+3% +$135K 1.68% 5
2025
Q4
$4.27M Buy
162,908
+20,333
+14% +$526K 1.67% 6
2025
Q3
$3.69M Buy
142,575
+12,087
+9% +$305K 1.44% 7
2025
Q2
$3.22M Buy
130,488
+6,924
+6% +$163K 1.35% 5
2025
Q1
$2.93M Buy
123,564
+25,256
+26% +$624K 1.36% 6
2024
Q4
$2.38M Buy
98,308
+10,031
+11% +$252K 1.17% 11
2024
Q3
$2.18M Buy
88,277
+4,459
+5% +$107K 1.09% 13
2024
Q2
$1.96M Buy
83,818
+3,639
+5% +$85.9K 1.11% 14
2024
Q1
$1.96M Buy
80,179
+730
+0.9% +$16.9K 1.12% 13
2023
Q4
$1.83M Buy
+79,449
New +$1.7M 1.15% 12

Other funds holding RDVI

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

Trueblood Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.1% in Q2 2026, buying an estimated $191K and bringing the position to 174,899 shares worth $5.14M. The position accounts for 1.79% of the portfolio, ranked #6.

Trueblood Wealth Management first reported a position in RDVI in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Trueblood Wealth Management held 174,899 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.14M as of Q2 2026.
  • Trueblood Wealth Management bought 6,927 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $191K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 1.79% of Trueblood Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Trueblood Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.