Legacy Wealth Management (Idaho)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.91M	Buy	65,052 +3,030	+5%	+$83.7K	0.79%	26
2026 Q1	$1.58M	Buy	62,022 +26,808	+76%	+$717K	0.79%	27
2025 Q4	$924K	Buy	35,214 +4,337	+14%	+$112K	0.44%	53
2025 Q3	$798K	Buy	30,877 +3,354	+12%	+$84.6K	0.36%	52
2025 Q2	$680K	Buy	27,523 +6,892	+33%	+$162K	0.35%	42
2025 Q1	$489K	Buy	20,631 +4,018	+24%	+$99.2K	0.35%	43
2024 Q4	$419K	Buy	16,613 +7,811	+89%	+$197K	0.27%	50
2024 Q3	$228K	Buy	+8,802	New	+$211K	0.13%	61

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

Legacy Wealth Management (Idaho)'s RDVI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.9% in Q2 2026, buying an estimated $83.7K and bringing the position to 65,052 shares worth $1.91M. The position accounts for 0.79% of the portfolio, ranked #26.

Legacy Wealth Management (Idaho) first reported a position in RDVI in Q3 2024 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Legacy Wealth Management (Idaho) held 65,052 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.91M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 3,030 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $83.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.79% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #26 holding.
Legacy Wealth Management (Idaho) first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 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 Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.