Marshall Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Marshall Investment 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	$1.25M	Buy	42,431 +19,550	+85%	+$540K	0.52%	48
2026 Q1	$585K	Buy	22,881 +61	+0.3%	+$1.63K	0.28%	53
2025 Q4	$599K	Buy	22,820 +2,730	+14%	+$70.6K	0.3%	53
2025 Q3	$519K	Buy	+20,090	New	+$507K	0.27%	50
2025 Q2	–	Sell	-17,029	Closed	-$404K	–	180
2025 Q1	$404K	Buy	17,029 +1,683	+11%	+$41.6K	0.25%	53
2024 Q4	$378K	Buy	+15,346	New	+$386K	0.22%	54

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

Marshall Investment Management's RDVI Position: Q2 2026 in Review

Marshall Investment Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 85% in Q2 2026, buying an estimated $540K and bringing the position to 42,431 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #48.

Marshall Investment Management first reported a position in RDVI in Q4 2024 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Marshall Investment Management held 42,431 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.25M as of Q2 2026.
Marshall Investment Management bought 19,550 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $540K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.52% of Marshall Investment Management's portfolio in Q2 2026, its #48 holding.
Marshall Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.