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

Truvestments Capital’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	$1.35M	Sell	45,893 -5,751	-11%	-$159K	0.2%	122
2026 Q1	$1.32M	Sell	51,644 -3,917	-7%	-$105K	0.24%	117
2025 Q4	$1.46M	Sell	55,561 -9,205	-14%	-$238K	0.26%	97
2025 Q3	$1.67M	Sell	64,766 -4,622	-7%	-$117K	0.3%	83
2025 Q2	$1.71M	Sell	69,388 -12,111	-15%	-$285K	0.34%	77
2025 Q1	$1.93M	Sell	81,499 -11,656	-13%	-$288K	0.42%	67
2024 Q4	$2.26M	Sell	93,155 -6,104	-6%	-$154K	0.58%	58
2024 Q3	$2.45M	Buy	+99,259	New	+$2.38M	0.66%	57

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

Truvestments Capital's RDVI Position: Q2 2026 in Review

Truvestments Capital reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 11% in Q2 2026, selling an estimated $159K and leaving 45,893 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #122.

Truvestments Capital first reported a position in RDVI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q3 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Truvestments Capital held 45,893 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.35M as of Q2 2026.
Truvestments Capital sold 5,751 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $159K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.2% of Truvestments Capital's portfolio in Q2 2026, its #122 holding.
Truvestments Capital first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
Truvestments Capital's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.45M in Q3 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.