Waverly Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Waverly 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 Q2	$537K	Buy	18,267 +1,534	+9%	+$42.4K	﹤0.01%	1141
2026 Q1	$428K	Sell	16,733 -184	-1%	-$4.92K	﹤0.01%	1154
2025 Q4	$444K	Sell	16,917 -1,118	-6%	-$28.9K	﹤0.01%	1055
2025 Q3	$466K	Sell	18,035 -4,216	-19%	-$106K	﹤0.01%	870
2025 Q2	$550K	Buy	22,251 +296	+1%	+$6.96K	0.01%	771
2025 Q1	$521K	Buy	21,955 +306	+1%	+$7.56K	0.01%	759
2024 Q4	$525K	Buy	21,649 +387	+2%	+$9.74K	0.01%	670
2024 Q3	$524K	Sell	21,262 -1,461	-6%	-$35.1K	0.01%	574
2024 Q2	$531K	Buy	+22,723	New	+$536K	0.01%	571

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

Waverly Advisors's RDVI Position: Q2 2026 in Review

Waverly Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 9.2% in Q2 2026, buying an estimated $42.4K and bringing the position to 18,267 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Waverly Advisors first reported a position in RDVI in Q2 2024 and has held it in 9 quarters since. The position peaked at $550K in Q2 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Waverly Advisors held 18,267 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $537K as of Q2 2026.
Waverly Advisors bought 1,534 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $42.4K.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1141 holding.
Waverly Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $550K in Q2 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.