U.S. Capital Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

U.S. Capital Wealth 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 Q1	$975K	Buy	38,169 +6,860	+22%	+$183K	0.02%	524
2025 Q4	$822K	Buy	31,309 +7,014	+29%	+$182K	0.02%	536
2025 Q3	$628K	Buy	24,295 +7,800	+47%	+$197K	0.02%	578
2025 Q2	$408K	Sell	16,495 -25	-0.2%	-$588	0.01%	649
2025 Q1	$392K	Buy	16,520 +2,525	+18%	+$62.4K	0.01%	634
2024 Q4	$339K	Buy	13,995 +4,495	+47%	+$113K	0.01%	656
2024 Q3	$234K	Hold	9,500	–	–	0.01%	646
2024 Q2	$222K	Hold	9,500	–	–	0.01%	627
2024 Q1	$233K	Hold	9,500	–	–	0.01%	615
2023 Q4	$219K	Hold	9,500	–	–	0.01%	614
2023 Q3	$200K	Hold	9,500	–	–	0.01%	603
2023 Q2	$209K	Buy	+9,500	New	+$203K	0.01%	619

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

U.S. Capital Wealth Advisors's RDVI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 22% in Q1 2026, buying an estimated $183K and bringing the position to 38,169 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #524.

U.S. Capital Wealth Advisors first reported a position in RDVI in Q2 2023 and has held it in 12 quarters since. 281 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

U.S. Capital Wealth Advisors held 38,169 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $975K as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,860 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $183K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #524 holding.
U.S. Capital Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 12 quarters since.
281 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.