Wagner Wealth Management (South Carolina)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Wagner Wealth Management (South Carolina)’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	$114K	Buy	3,881 +164	+4%	+$4.53K	0.02%	160
2026 Q1	$95K	Sell	3,717 -735	-17%	-$19.6K	0.02%	161
2025 Q4	$117K	Buy	4,452 +2,472	+125%	+$64K	0.02%	150
2025 Q3	$51.2K	Buy	1,980 +235	+13%	+$5.93K	0.01%	165
2025 Q2	$43.1K	Buy	1,745 +34	+2%	+$800	0.01%	172
2025 Q1	$40.6K	Buy	1,711 +192	+13%	+$4.74K	0.01%	161
2024 Q4	$36.8K	Buy	1,519 +32	+2%	+$805	0.01%	161
2024 Q3	$36.6K	Buy	1,487 +11	+0.7%	+$264	0.01%	155
2024 Q2	$34.5K	Hold	1,476	–	–	0.01%	181
2024 Q1	$36.1K	Buy	+1,476	New	+$34.1K	0.01%	177

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

Wagner Wealth Management (South Carolina)'s RDVI Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.4% in Q2 2026, buying an estimated $4.53K and bringing the position to 3,881 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #160.

Wagner Wealth Management (South Carolina) first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $117K in Q4 2025. 311 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Wagner Wealth Management (South Carolina) held 3,881 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $114K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 164 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $4.53K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #160 holding.
Wagner Wealth Management (South Carolina) first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Wagner Wealth Management (South Carolina)'s FT Vest Rising Dividend Achievers Target Income ETF position peaked at $117K in Q4 2025.
311 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.