Synergy Investment Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Synergy Investment Management’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 Q1	$21.9K	Buy	+856	New	+$22.9K	0.01%	392
2025 Q2	–	Sell	-7,220	Closed	-$171K	–	447
2025 Q1	$171K	Hold	7,220	–	–	0.07%	135
2024 Q4	$175K	Buy	+7,220	New	+$182K	0.08%	130

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $64B AUM 22.64% 1-Year Est. Return

Synergy Investment Management's RDVI Position: Q1 2026 in Review

Synergy Investment Management opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2026: 856 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in RDVI as recently as Q1 2025.

Synergy Investment Management first reported a position in RDVI in Q4 2024 and has held it in 3 quarters since. The position peaked at $175K in Q4 2024. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Synergy Investment Management held 856 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $21.9K as of Q1 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Synergy Investment Management position in Q1 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #392 holding.
Synergy Investment Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 3 quarters since.
Synergy Investment Management's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $175K in Q4 2024.
282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.