Boyce & Associates Wealth Consulting’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Boyce & Associates Wealth Consulting’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	$2.18M	Buy	74,107 +1,966	+3%	+$54.3K	1.51%	17
2026 Q1	$1.84M	Buy	72,141 +7,830	+12%	+$209K	1.4%	19
2025 Q4	$1.69M	Sell	64,311 -269	-0.4%	-$6.96K	1.41%	17
2025 Q3	$1.67M	Sell	64,580 -765	-1%	-$19.3K	1.37%	16
2025 Q2	$1.61M	Buy	65,345 +9,703	+17%	+$228K	1.47%	17
2025 Q1	$1.32M	Buy	55,642 +9,206	+20%	+$227K	1.32%	18
2024 Q4	$1.13M	Buy	46,436 +31,953	+221%	+$804K	1.14%	20
2024 Q3	$357K	Buy	+14,483	New	+$347K	0.37%	47

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

Boyce & Associates Wealth Consulting's RDVI Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.7% in Q2 2026, buying an estimated $54.3K and bringing the position to 74,107 shares worth $2.18M. The position accounts for 1.51% of the portfolio, ranked #17.

Boyce & Associates Wealth Consulting first reported a position in RDVI in Q3 2024 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Boyce & Associates Wealth Consulting held 74,107 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $2.18M as of Q2 2026.
Boyce & Associates Wealth Consulting bought 1,966 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $54.3K.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.51% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #17 holding.
Boyce & Associates Wealth Consulting first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.