Oppenheimer & Co’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Oppenheimer & Co’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	$2.85M	Buy	97,103 +1,542	+2%	+$42.6K	0.03%	526
2026 Q1	$2.44M	Buy	95,561 +332	+0.3%	+$8.87K	0.03%	527
2025 Q4	$2.5M	Sell	95,229 -6,690	-7%	-$173K	0.04%	479
2025 Q3	$2.63M	Buy	101,919 +9,375	+10%	+$237K	0.03%	522
2025 Q2	$2.29M	Buy	92,544 +57,976	+168%	+$1.36M	0.03%	529
2025 Q1	$820K	Buy	34,568 +1,401	+4%	+$34.6K	0.01%	885
2024 Q4	$804K	Buy	33,167 +18,317	+123%	+$461K	0.01%	890
2024 Q3	$366K	Buy	+14,850	New	+$356K	0.01%	1155

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

Oppenheimer & Co's RDVI Position: Q2 2026 in Review

Oppenheimer & Co increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.6% in Q2 2026, buying an estimated $42.6K and bringing the position to 97,103 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #526.

Oppenheimer & Co 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.

Oppenheimer & Co held 97,103 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.85M as of Q2 2026.
Oppenheimer & Co bought 1,542 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $42.6K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Oppenheimer & Co's portfolio in Q2 2026, its #526 holding.
Oppenheimer & Co 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 Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.