1776 Wealth LLC RDVI β€” FT VEST RISING DIVIDEND ACHIEVERS TARGET

Ownership history in 1776 Wealth LLC  Β·  1 quarter on record

AI Ownership Summary

1776 Wealth LLC reported FT VEST RISING DIVIDEND ACHIEVERS TARGET (RDVI) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows RDVI at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RDVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1776 Wealth LLC's position in FT VEST RISING DIVIDEND ACHIEVERS TARGET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RDVI was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1776 Wealth LLC held RDVI β€” position size vs. price
% of Fund (quarterly)    RDVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 23,519 β€” β€” 0.24% $601K 2026-05-08 $27.17

FAQ About 1776 Wealth LLC and RDVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1776 Wealth LLC reported owning RDVI?

1776 Wealth LLC reported RDVI across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported RDVI position in 1776 Wealth LLC's portfolio?

The largest reported portfolio weight for RDVI was 0.24% in 2026 Q1.

What is the latest reported RDVI position on this page?

The most recent filing on this page is 2026 Q1, when 1776 Wealth LLC reported 23,519 shares, equal to 0.24% of portfolio, with an estimated market value of $601K.

What does the chart on this RDVI ownership page compare?

The chart compares 1776 Wealth LLC's quarterly RDVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to 1776 Wealth LLC Holdings