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 Q3	$2.6M	Buy	93,120 +3,553	+4%	+$103K	2.65%	7
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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

Vima LLC's RDVI Position: Q3 2026 in Review

Vima LLC increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4% in Q3 2026, buying an estimated $103K and bringing the position to 93,120 shares worth $2.6M. The position accounts for 2.65% of the portfolio, ranked #7.

Vima LLC first reported a position in RDVI in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.63M in Q2 2026. 130 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Vima LLC held 93,120 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.6M as of Q3 2026.
Vima LLC bought 3,553 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $103K.
FT Vest Rising Dividend Achievers Target Income ETF made up 2.65% of Vima LLC's portfolio in Q3 2026, its #7 holding.
Vima LLC first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 5 quarters since.
Vima LLC's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.63M in Q2 2026.
130 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.