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

Echo Wealth 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	$9.73M	Buy	330,875 +23,709	+8%	+$655K	4.96%	6
2026 Q1	$7.85M	Sell	307,166 -28,039	-8%	-$749K	4.52%	7
2025 Q4	$8.8M	Sell	335,205 -5,114	-2%	-$132K	5.14%	7
2025 Q3	$8.8M	Buy	340,319 +5,513	+2%	+$139K	5.13%	7
2025 Q2	$8.27M	Sell	334,806 -675	-0.2%	-$15.9K	5.07%	7
2025 Q1	$7.96M	Sell	335,481 -63,143	-16%	-$1.56M	5.38%	7
2024 Q4	$9.66M	Buy	398,624 +441	+0.1%	+$11.1K	6.68%	5
2024 Q3	$9.86M	Buy	398,183 +20,595	+5%	+$494K	6.89%	3
2024 Q2	$8.83M	Buy	377,588 +26,245	+7%	+$619K	6.65%	5
2024 Q1	$8.6M	Buy	351,343 +8,485	+2%	+$196K	7.13%	3
2023 Q4	$7.91M	Buy	342,858 +154,550	+82%	+$3.31M	7.39%	2
2023 Q3	$3.97M	Buy	188,308 +12,936	+7%	+$285K	4.27%	9
2023 Q2	$3.94M	Sell	175,372 -7,795	-4%	-$166K	4.25%	9
2023 Q1	$3.93M	Buy	183,167 +14,932	+9%	+$329K	4.34%	9
2022 Q4	$3.8M	Buy	+168,235	New	+$3.63M	4.05%	10

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

Echo Wealth Management's RDVI Position: Q2 2026 in Review

Echo Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 7.7% in Q2 2026, buying an estimated $655K and bringing the position to 330,875 shares worth $9.73M. The position accounts for 4.96% of the portfolio, ranked #6.

Echo Wealth Management first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.86M in Q3 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Echo Wealth Management held 330,875 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $9.73M as of Q2 2026.
Echo Wealth Management bought 23,709 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $655K.
FT Vest Rising Dividend Achievers Target Income ETF made up 4.96% of Echo Wealth Management's portfolio in Q2 2026, its #6 holding.
Echo Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
Echo Wealth Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $9.86M in Q3 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.