Argent Advisors, Inc. RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

Ownership history in Argent Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Argent Advisors, Inc. reported FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.19% in 2025 Q4. The latest visible filing shows RDVI at 3.11% 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 Argent Advisors, Inc.'s position in FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF, 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 3.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.19% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 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 Argent Advisors, Inc. held RDVI — position size vs. price
% of Fund (quarterly)    RDVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 445,151 +9,418 +2.2% 3.11% $11.4M 2026-04-24 $27.59
2025 Q4 ADDED 435,733 +29,309 +7.2% 3.19% $11.4M 2026-02-11 $26.75
2025 Q3 ADDED 406,424 +19,723 +5.1% 3.10% $10.5M 2025-11-03 $24.59
2025 Q2 REDUCED 386,701 -11,316 -2.8% 2.95% $9.6M 2025-08-07 $23.22
2025 Q1 ADDED 398,017 +134,151 +50.8% 3.16% $9.4M 2025-04-25 $20.94
2024 Q4 INITIATED 263,866 2.37% $6.4M 2025-02-10 $22.74

FAQ About Argent Advisors, Inc. and RDVI

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

How long has Argent Advisors, Inc. reported owning RDVI?

Argent Advisors, Inc. reported RDVI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RDVI position in Argent Advisors, Inc.'s portfolio?

The largest reported portfolio weight for RDVI was 3.19% in 2025 Q4.

What is the latest reported RDVI position on this page?

The most recent filing on this page is 2026 Q1, when Argent Advisors, Inc. reported 445,151 shares, equal to 3.11% of portfolio, with an estimated market value of $11.4M.

What does the chart on this RDVI ownership page compare?

The chart compares Argent Advisors, Inc.'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.

How well did Argent Advisors, Inc. time their RDVI position?

Based on 13F filing dates vs. subsequent RDVI price moves, Argent Advisors, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on RDVI relative to SPY over the holding period was +0.7%.

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