WealthTrust Asset Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

WealthTrust Asset Management’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	$386K	Buy	13,127 +895	+7%	+$24.7K	0.21%	65
2026 Q1	$313K	Sell	12,232 -217	-2%	-$5.8K	0.19%	63
2025 Q4	$327K	Buy	12,449 +558	+5%	+$14.4K	0.23%	58
2025 Q3	$307K	Buy	+11,891	New	+$300K	0.21%	62

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

WealthTrust Asset Management's RDVI Position: Q2 2026 in Review

WealthTrust Asset Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 7.3% in Q2 2026, buying an estimated $24.7K and bringing the position to 13,127 shares worth $386K. The position accounts for 0.21% of the portfolio, ranked #65.

WealthTrust Asset Management first reported a position in RDVI in Q3 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

WealthTrust Asset Management held 13,127 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $386K as of Q2 2026.
WealthTrust Asset Management bought 895 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $24.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.21% of WealthTrust Asset Management's portfolio in Q2 2026, its #65 holding.
WealthTrust Asset Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.