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Legacy Capital Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Legacy Capital Wealth Partners’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 		$1.63M Buy
55,544
+2,051
+4% +$56.6K 0.31% 69
2026
Q1 		$1.37M Buy
+53,493
New +$1.43M 0.28% 73

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Legacy Capital Wealth Partners's RDVI Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 3.8% in Q2 2026, buying an estimated $56.6K and bringing the position to 55,544 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #69.

Legacy Capital Wealth Partners first reported a position in RDVI in Q1 2026 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Legacy Capital Wealth Partners held 55,544 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.63M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 2,051 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $56.6K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.31% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Legacy Capital Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.