Beaumont Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Beaumont Financial 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	$14.9M	Buy	506,641 +1,414	+0.3%	+$39K	0.95%	32
2026 Q1	$12.9M	Buy	505,227 +9,479	+2%	+$253K	0.89%	34
2025 Q4	$13M	Buy	495,748 +4,571	+0.9%	+$118K	0.86%	36
2025 Q3	$12.7M	Sell	491,177 -17,283	-3%	-$436K	0.85%	34
2025 Q2	$12.6M	Buy	+508,460	New	+$12M	0.91%	32

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

Beaumont Financial Advisors's RDVI Position: Q2 2026 in Review

Beaumont Financial Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.28% in Q2 2026, buying an estimated $39K and bringing the position to 506,641 shares worth $14.9M. The position accounts for 0.95% of the portfolio, ranked #32.

Beaumont Financial Advisors first reported a position in RDVI in Q2 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Beaumont Financial Advisors held 506,641 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $14.9M as of Q2 2026.
Beaumont Financial Advisors bought 1,414 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $39K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.95% of Beaumont Financial Advisors's portfolio in Q2 2026, its #32 holding.
Beaumont Financial Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.