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Legacy Investment Solutions’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$680K Buy
+27,523
New +$647K 0.35% 42
2024
Q4 		$419K Buy
16,613
+7,811
+89% +$197K 0.27% 50
2024
Q3 		$228K Buy
+8,802
New +$211K 0.13% 61

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Stifel Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Legacy Investment Solutions's RDVI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2025: 27,523 shares worth $680K. The stake represents 0.35% of the portfolio and ranks #42 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in RDVI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in RDVI in Q3 2024 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold RDVI as of Q2 2025.

  • Legacy Investment Solutions held 27,523 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $680K as of Q2 2025.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.35% of Legacy Investment Solutions's portfolio in Q2 2025, its #42 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.