Osaic Holdings
RDVI icon

Osaic Holdings’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Osaic Holdings’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 		$73.1M Buy
2,487,340
+305,614
+14% +$8.44M 0.09% 239
2026
Q1 		$55.7M Buy
2,181,726
+87,573
+4% +$2.34M 0.08% 250
2025
Q4 		$55M Buy
2,094,153
+613,273
+41% +$15.9M 0.08% 251
2025
Q3 		$37.9M Buy
1,480,880
+274,434
+23% +$6.92M 0.05% 380
2025
Q2 		$29.8M Buy
1,206,446
+34,486
+3% +$811K 0.05% 363
2025
Q1 		$27.8M Buy
1,171,960
+60,791
+5% +$1.5M 0.06% 319
2024
Q4 		$26.9M Sell
1,111,169
-328,672
-23% -$8.27M 0.06% 316
2024
Q3 		$35.5M Buy
1,439,841
+44,575
+3% +$1.07M 0.08% 249
2024
Q2 		$32.6M Sell
1,395,266
-11,196
-0.8% -$264K 0.08% 255
2024
Q1 		$34.2M Buy
1,406,462
+432,454
+44% +$9.99M 0.08% 256
2023
Q4 		$22.5M Sell
974,008
-345,700
-26% -$7.4M 0.04% 445
2023
Q3 		$27.8M Buy
1,319,708
+466,726
+55% +$10.3M 0.04% 429
2023
Q2 		$18.7M Buy
852,982
+360,403
+73% +$7.69M 0.03% 488
2023
Q1 		$10.6M Buy
492,579
+365,148
+287% +$8.05M 0.02% 744
2022
Q4 		$2.71M Buy
+127,431
New +$2.75M 0.01% 1522

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings's RDVI Position: Q2 2026 in Review

Osaic Holdings increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 14% in Q2 2026, buying an estimated $8.44M and bringing the position to 2,487,340 shares worth $73.1M. The position accounts for 0.09% of the portfolio, ranked #239.

Osaic Holdings first reported a position in RDVI in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Osaic Holdings held 2,487,340 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $73.1M as of Q2 2026.
  • Osaic Holdings bought 305,614 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $8.44M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.09% of Osaic Holdings's portfolio in Q2 2026, its #239 holding.
  • Osaic Holdings first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.