Owen LaRue’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Owen LaRue’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	$1.61M	Buy	54,811 +10,747	+24%	+$297K	0.56%	49
2026 Q1	$1.13M	Buy	44,064 +10,623	+32%	+$284K	0.43%	54
2025 Q4	$877K	Sell	33,441 -9,947	-23%	-$257K	0.33%	64
2025 Q3	$1.12M	Sell	43,388 -18,748	-30%	-$473K	0.44%	50
2025 Q2	$1.54M	Sell	62,136 -33,138	-35%	-$779K	0.65%	45
2025 Q1	$2.26M	Buy	95,274 +1,489	+2%	+$36.8K	1.13%	24
2024 Q4	$2.27M	Buy	93,785 +25,591	+38%	+$644K	1.19%	21
2024 Q3	$1.68M	Sell	68,194 -6,144	-8%	-$147K	0.89%	33
2024 Q2	$1.74M	Buy	+74,338	New	+$1.75M	1.08%	27

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

Owen LaRue's RDVI Position: Q2 2026 in Review

Owen LaRue increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 24% in Q2 2026, buying an estimated $297K and bringing the position to 54,811 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #49.

Owen LaRue first reported a position in RDVI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q4 2024. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Owen LaRue held 54,811 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.61M as of Q2 2026.
Owen LaRue bought 10,747 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $297K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.56% of Owen LaRue's portfolio in Q2 2026, its #49 holding.
Owen LaRue first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
Owen LaRue's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.27M in Q4 2024.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.