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 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

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

TrueWealth Advisors's RDVI Position: Q2 2026 in Review

TrueWealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 18% in Q2 2026, buying an estimated $258K and bringing the position to 60,800 shares worth $1.79M. The position accounts for 0.4% of the portfolio, ranked #38.

TrueWealth Advisors first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

TrueWealth Advisors held 60,800 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.79M as of Q2 2026.
TrueWealth Advisors bought 9,339 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $258K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.4% of TrueWealth Advisors's portfolio in Q2 2026, its #38 holding.
TrueWealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.