Western Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.2M Buy
74,930
+3,350
+5% +$92.5K 0.07% 284
2026
Q1
$1.83M Buy
71,580
+12,616
+21% +$337K 0.07% 294
2025
Q4
$1.55M Buy
58,964
+14,560
+33% +$377K 0.07% 262
2025
Q3
$1.15M Sell
44,404
-469
-1% -$11.8K 0.06% 277
2025
Q2
$1.11M Buy
44,873
+166
+0.4% +$3.9K 0.07% 253
2025
Q1
$1.06M Sell
44,707
-2,004
-4% -$49.5K 0.07% 241
2024
Q4
$1.13M Buy
46,711
+5,817
+14% +$146K 0.06% 284
2024
Q3
$1.01M Buy
40,894
+3,503
+9% +$84K 0.06% 315
2024
Q2
$874K Buy
37,391
+19,492
+109% +$460K 0.06% 252
2024
Q1
$438K Buy
17,899
+4,735
+36% +$109K 0.03% 400
2023
Q4
$304K Buy
+13,164
New +$282K 0.02% 546

Other funds holding RDVI

Western Wealth Management's RDVI Position: Q2 2026 in Review

Western Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.7% in Q2 2026, buying an estimated $92.5K and bringing the position to 74,930 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #284.

Western Wealth Management first reported a position in RDVI in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Western Wealth Management held 74,930 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.2M as of Q2 2026.
  • Western Wealth Management bought 3,350 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $92.5K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Western Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

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