Vima LLC’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Vima LLC’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	$2.63M	Buy	+89,567	New	+$2.47M	2.57%	9
2024 Q3	$1.32M	Buy	53,466 +8,453	+19%	+$203K	2.68%	10
2024 Q2	$1.05M	Buy	+45,013	New	+$1.06M	2.29%	14
2024 Q1	–	Sell	-22,660	Closed	-$523K	–	488
2023 Q4	$523K	Buy	+22,660	New	+$485K	1.21%	25

Other funds holding RDVI

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vima LLC's RDVI Position: Q2 2026 in Review

Vima LLC opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 89,567 shares worth $2.63M. The stake represents 2.57% of the portfolio and ranks #9 among its holdings. This is a return to the name: Vima LLC previously reported a position in RDVI as recently as Q3 2024.

Vima LLC first reported a position in RDVI in Q4 2023 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Vima LLC held 89,567 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.63M as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Vima LLC position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 2.57% of Vima LLC's portfolio in Q2 2026, its #9 holding.
Vima LLC first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 4 quarters since.
149 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.