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

WCG 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 Q2	$1.8M	Buy	61,142 +9,262	+18%	+$256K	0.04%	317
2026 Q1	$1.33M	Buy	51,880 +1,085	+2%	+$29K	0.04%	331
2025 Q4	$1.33M	Buy	+50,795	New	+$1.31M	0.04%	315
2025 Q2	–	Sell	-27,703	Closed	-$657K	–	342
2025 Q1	$657K	Buy	+27,703	New	+$684K	0.05%	226
2024 Q2	–	Sell	-11,304	Closed	-$277K	–	297
2024 Q1	$277K	Sell	11,304 -1,300	-10%	-$30K	0.02%	250
2023 Q4	$291K	Sell	12,604 -420	-3%	-$8.99K	0.02%	282
2023 Q3	$274K	Buy	+13,024	New	+$287K	0.02%	268

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

WCG Wealth Advisors's RDVI Position: Q2 2026 in Review

WCG Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 18% in Q2 2026, buying an estimated $256K and bringing the position to 61,142 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #317.

WCG Wealth Advisors first reported a position in RDVI in Q3 2023 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

WCG Wealth Advisors held 61,142 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.8M as of Q2 2026.
WCG Wealth Advisors bought 9,262 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $256K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #317 holding.
WCG Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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