Rothschild Investment LLC’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Rothschild Investment LLC’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	$94.1K	Hold	3,200	–	–	﹤0.01%	1070
2026 Q1	$81.8K	Sell	3,200 -575	-15%	-$15.4K	﹤0.01%	966
2025 Q4	$99.1K	Sell	3,775 -900	-19%	-$23.3K	0.01%	812
2025 Q3	$121K	Hold	4,675	–	–	0.01%	749
2025 Q2	$116K	Hold	4,675	–	–	0.01%	612
2025 Q1	$111K	Sell	4,675 -1,350	-22%	-$33.3K	0.01%	610
2024 Q4	$146K	Sell	6,025 -675	-10%	-$17K	0.01%	567
2024 Q3	$165K	Hold	6,700	–	–	0.01%	555
2024 Q2	$157K	Hold	6,700	–	–	0.01%	542
2024 Q1	$164K	Buy	+6,700	New	+$155K	0.01%	506

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Rothschild Investment LLC's RDVI Position: Q2 2026 in Review

Rothschild Investment LLC held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q2 2026 at 3,200 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Rothschild Investment LLC first reported a position in RDVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $165K in Q3 2024. 262 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Rothschild Investment LLC held 3,200 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $94.1K as of Q2 2026.
Rothschild Investment LLC left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1070 holding.
Rothschild Investment LLC first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $165K in Q3 2024.
262 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.