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

Whipplewood 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	$625K	Sell	21,256 -126,998	-86%	-$3.51M	0.42%	67
2026 Q1	$3.79M	Buy	148,254 +1,514	+1%	+$40.5K	1.97%	7
2025 Q4	$3.85M	Buy	146,740 +18,700	+15%	+$484K	2.47%	6
2025 Q3	$3.31M	Sell	128,040 -843	-0.7%	-$21.3K	2.18%	10
2025 Q2	$3.18M	Buy	128,883 +123,976	+2,527%	+$2.92M	1.75%	11
2025 Q1	$2.88M	Sell	4,907 -118,032	-96%	-$2.91M	1.7%	11
2024 Q4	$2.98M	Buy	+122,939	New	+$3.09M	1.69%	9

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

Whipplewood Advisors's RDVI Position: Q2 2026 in Review

Whipplewood Advisors reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 86% in Q2 2026, selling an estimated $3.51M and leaving 21,256 shares worth $625K. The position accounts for 0.42% of the portfolio, ranked #67.

Whipplewood Advisors first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.85M in Q4 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Whipplewood Advisors held 21,256 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $625K as of Q2 2026.
Whipplewood Advisors sold 126,998 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.51M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.42% of Whipplewood Advisors's portfolio in Q2 2026, its #67 holding.
Whipplewood Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $3.85M in Q4 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.