Beacon Financial Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Beacon Financial Group’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	$2.91M	Buy	98,952 +9,103	+10%	+$251K	0.26%	88
2026 Q1	$2.3M	Buy	89,849 +20,326	+29%	+$543K	0.23%	106
2025 Q4	$1.82M	Buy	69,523 +8,645	+14%	+$224K	0.18%	124
2025 Q3	$1.57M	Buy	60,878 +5,998	+11%	+$151K	0.15%	142
2025 Q2	$1.36M	Sell	54,880 -129	-0.2%	-$3.03K	0.14%	147
2025 Q1	$1.3M	Buy	55,009 +6,559	+14%	+$162K	0.14%	138
2024 Q4	$1.17M	Buy	48,450 +666	+1%	+$16.8K	0.13%	146
2024 Q3	$1.18M	Buy	47,784 +2,307	+5%	+$55.3K	0.13%	147
2024 Q2	$1.06M	Buy	45,477 +6,136	+16%	+$145K	0.12%	152
2024 Q1	$963K	Buy	39,341 +20,233	+106%	+$468K	0.11%	159
2023 Q4	$441K	Buy	+19,108	New	+$409K	0.05%	224

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

Beacon Financial Group's RDVI Position: Q2 2026 in Review

Beacon Financial Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 10% in Q2 2026, buying an estimated $251K and bringing the position to 98,952 shares worth $2.91M. The position accounts for 0.26% of the portfolio, ranked #88.

Beacon Financial Group first reported a position in RDVI in Q4 2023 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Beacon Financial Group held 98,952 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.91M as of Q2 2026.
Beacon Financial Group bought 9,103 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $251K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.26% of Beacon Financial Group's portfolio in Q2 2026, its #88 holding.
Beacon Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.