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Winebrenner Capital Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Winebrenner Capital 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 		$231K Buy
+7,872
New +$217K 0.14% 129
2026
Q1 		– Sell
-7,652
Closed -$201K – 145
2025
Q4 		$201K Buy
+7,652
New +$198K 0.13% 133

Other funds holding RDVI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Winebrenner Capital Management's RDVI Position: Q2 2026 in Review

Winebrenner Capital Management opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 7,872 shares worth $231K. The stake represents 0.14% of the portfolio and ranks #129 among its holdings. This is a return to the name: Winebrenner Capital Management previously reported a position in RDVI as recently as Q4 2025.

Winebrenner Capital Management first reported a position in RDVI in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Winebrenner Capital Management held 7,872 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $231K as of Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Winebrenner Capital Management position in Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.14% of Winebrenner Capital Management's portfolio in Q2 2026, its #129 holding.
  • Winebrenner Capital Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.