Bay Colony Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bay Colony Advisors’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	$408K	Buy	13,882 +3,740	+37%	+$103K	0.05%	309
2026 Q1	$259K	Buy	10,142 +454	+5%	+$12.1K	0.03%	417
2025 Q4	$254K	Buy	9,688 +1,313	+16%	+$34K	0.03%	425
2025 Q3	$217K	Buy	8,375 +112	+1%	+$2.83K	0.03%	468
2025 Q2	$204K	Buy	+8,263	New	+$194K	0.03%	435

Other funds holding RDVI

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return