NewEdge Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

NewEdge Advisors’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	$8.23M	Buy	279,969 +57,233	+26%	+$1.58M	0.02%	570
2026 Q1	$5.69M	Buy	222,736 +32,399	+17%	+$866K	0.02%	637
2025 Q4	$4.99M	Buy	190,337 +4,313	+2%	+$112K	0.02%	658
2025 Q3	$4.81M	Buy	186,024 +18,126	+11%	+$457K	0.02%	647
2025 Q2	$4.15M	Sell	167,898 -40,548	-19%	-$954K	0.02%	638
2025 Q1	$4.94M	Buy	208,446 +13,543	+7%	+$334K	0.03%	511
2024 Q4	$4.72M	Buy	194,903 +38,506	+25%	+$969K	0.03%	518
2024 Q3	$3.85M	Buy	156,397 +34,838	+29%	+$836K	0.03%	564
2024 Q2	$2.84M	Buy	121,559 +27,851	+30%	+$657K	0.02%	628
2024 Q1	$2.29M	Buy	93,708 +12,938	+16%	+$299K	0.02%	642
2023 Q4	$1.86M	Buy	80,770 +1,469	+2%	+$31.4K	0.02%	694
2023 Q3	$1.67M	Buy	79,301 +34,552	+77%	+$761K	0.02%	659
2023 Q2	$983K	Buy	44,749 +9,928	+29%	+$212K	0.01%	877
2023 Q1	$706K	Buy	+34,821	New	+$767K	0.01%	957

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

NewEdge Advisors's RDVI Position: Q2 2026 in Review

NewEdge Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 26% in Q2 2026, buying an estimated $1.58M and bringing the position to 279,969 shares worth $8.23M. The position accounts for 0.02% of the portfolio, ranked #570.

NewEdge Advisors first reported a position in RDVI in Q1 2023 and has held it in 14 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

NewEdge Advisors held 279,969 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $8.23M as of Q2 2026.
NewEdge Advisors bought 57,233 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.58M.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #570 holding.
NewEdge Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and has held it in 14 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.