Legacy Wealth Managment LLC ID Has $1.58 Million Stock Position in FT Vest Rising Dividend Achievers Target Income ETF $RDVI

Legacy Wealth Managment LLC ID boosted its position in shares of FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI) by 76.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 62,022 shares of the company’s stock after purchasing an additional 26,808 shares during the period. FT Vest Rising Dividend Achievers Target Income ETF comprises about 0.8% of Legacy Wealth Managment LLC ID’s investment portfolio, making the stock its 27th biggest position. Legacy Wealth Managment LLC ID owned 0.08% of FT Vest Rising Dividend Achievers Target Income ETF worth $1,585,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in RDVI. Archer Investment Corp raised its stake in shares of FT Vest Rising Dividend Achievers Target Income ETF by 47.8% in the first quarter. Archer Investment Corp now owns 1,191 shares of the company’s stock valued at $30,000 after acquiring an additional 385 shares during the last quarter. Main Street Financial Solutions LLC grew its position in FT Vest Rising Dividend Achievers Target Income ETF by 1.8% during the 4th quarter. Main Street Financial Solutions LLC now owns 21,432 shares of the company’s stock worth $562,000 after acquiring an additional 386 shares during the last quarter. Forefront Wealth Partners LLC increased its holdings in FT Vest Rising Dividend Achievers Target Income ETF by 1.8% during the 4th quarter. Forefront Wealth Partners LLC now owns 25,081 shares of the company’s stock valued at $658,000 after purchasing an additional 443 shares in the last quarter. Geneos Wealth Management Inc. increased its holdings in FT Vest Rising Dividend Achievers Target Income ETF by 18.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 3,044 shares of the company’s stock valued at $75,000 after purchasing an additional 482 shares in the last quarter. Finally, Novem Group raised its position in FT Vest Rising Dividend Achievers Target Income ETF by 3.0% in the 4th quarter. Novem Group now owns 18,634 shares of the company’s stock valued at $489,000 after purchasing an additional 543 shares during the last quarter.

FT Vest Rising Dividend Achievers Target Income ETF Trading Down 0.2%

Shares of RDVI stock opened at $28.94 on Tuesday. FT Vest Rising Dividend Achievers Target Income ETF has a 1 year low of $24.21 and a 1 year high of $29.47. The firm’s 50 day moving average is $28.29 and its 200-day moving average is $27.34. The firm has a market capitalization of $2.39 billion, a price-to-earnings ratio of 16.57 and a beta of 1.03.

FT Vest Rising Dividend Achievers Target Income ETF Profile

The FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) is an exchange-traded fund that is based on the NASDAQ US Rising Dividend Achievers index. The fund seeks to provide current income and capital appreciation by holding a portfolio of dividend-paying US equities, while utilizing a naked call writing strategy on the S&P 500 Index. RDVI was launched on Oct 19, 2022 and is managed by First Trust.