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

Winnow Wealth’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	$1.21M	Buy	41,167 +6,717	+19%	+$185K	0.82%	26
2026 Q1	$880K	Sell	34,450 -917	-3%	-$24.5K	0.68%	46
2025 Q4	$955K	Sell	35,367 -11,621	-25%	-$301K	0.71%	45
2025 Q3	$1.22M	Buy	+46,988	New	+$1.19M	0.96%	16
2025 Q2	–	Sell	-40,644	Closed	-$964K	–	564
2025 Q1	$964K	Buy	+40,644	New	+$1M	0.89%	32

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

Winnow Wealth's RDVI Position: Q2 2026 in Review

Winnow Wealth increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 19% in Q2 2026, buying an estimated $185K and bringing the position to 41,167 shares worth $1.21M. The position accounts for 0.82% of the portfolio, ranked #26.

Winnow Wealth first reported a position in RDVI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q3 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Winnow Wealth held 41,167 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.21M as of Q2 2026.
Winnow Wealth bought 6,717 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $185K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.82% of Winnow Wealth's portfolio in Q2 2026, its #26 holding.
Winnow Wealth first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 5 quarters since.
Winnow Wealth's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.22M in Q3 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.