TrueWealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

TrueWealth Advisors’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 Q3	$2.46M	Buy	88,096 +27,296	+45%	+$792K	0.55%	36
2026 Q2	$1.79M	Buy	60,800 +9,339	+18%	+$258K	0.4%	38
2026 Q1	$1.31M	Buy	51,461 +2,418	+5%	+$64.6K	0.33%	53
2025 Q4	$1.29M	Buy	49,043 +8,733	+22%	+$226K	0.33%	55
2025 Q3	$1.04M	Buy	40,310 +2,574	+7%	+$65K	0.28%	65
2025 Q2	$932K	Buy	37,736 +754	+2%	+$17.7K	0.28%	65
2025 Q1	$877K	Buy	36,982 +2,245	+6%	+$55.4K	0.29%	68
2024 Q4	$842K	Buy	34,737 +2,979	+9%	+$75K	0.28%	75
2024 Q3	$783K	Buy	31,758 +2,730	+9%	+$65.5K	0.26%	76
2024 Q2	$679K	Buy	29,028 +18,712	+181%	+$442K	0.25%	76
2024 Q1	$253K	Buy	+10,316	New	+$238K	0.1%	176

Other funds holding RDVI

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

TrueWealth Advisors's RDVI Position: Q3 2026 in Review

TrueWealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 45% in Q3 2026, buying an estimated $792K and bringing the position to 88,096 shares worth $2.46M. The position accounts for 0.55% of the portfolio, ranked #36.

TrueWealth Advisors first reported a position in RDVI in Q1 2024 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

TrueWealth Advisors held 88,096 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.46M as of Q3 2026.
TrueWealth Advisors bought 27,296 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $792K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.55% of TrueWealth Advisors's portfolio in Q3 2026, its #36 holding.
TrueWealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 11 quarters since.
13 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.