Balboa Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Balboa Wealth Partners’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	$2.36M	Sell	80,396 -6,142	-7%	-$170K	0.32%	55
2026 Q1	$2.21M	Sell	86,538 -1,505	-2%	-$40.2K	0.37%	47
2025 Q4	$2.31M	Buy	88,043 +4,392	+5%	+$114K	0.38%	45
2025 Q3	$2.16M	Buy	83,651 +2,063	+3%	+$52.1K	0.37%	49
2025 Q2	$2.02M	Buy	81,588 +30,338	+59%	+$714K	0.4%	54
2025 Q1	$1.22M	Buy	51,250 +2,535	+5%	+$62.6K	0.29%	67
2024 Q4	$1.18M	Buy	+48,715	New	+$1.23M	0.27%	68

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

Balboa Wealth Partners's RDVI Position: Q2 2026 in Review

Balboa Wealth Partners reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 7.1% in Q2 2026, selling an estimated $170K and leaving 80,396 shares worth $2.36M. The position accounts for 0.32% of the portfolio, ranked #55.

Balboa Wealth Partners first reported a position in RDVI in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Balboa Wealth Partners held 80,396 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.36M as of Q2 2026.
Balboa Wealth Partners sold 6,142 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $170K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.32% of Balboa Wealth Partners's portfolio in Q2 2026, its #55 holding.
Balboa Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.