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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
Q3 		$4.14M Buy
148,661
+74,554
+101% +$2.16M 2.52% 16
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

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Boyce & Associates Wealth Consulting's RDVI Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 101% in Q3 2026, buying an estimated $2.16M and bringing the position to 148,661 shares worth $4.14M. The position accounts for 2.52% of the portfolio, ranked #16.

Boyce & Associates Wealth Consulting first reported a position in RDVI in Q3 2024 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 148,661 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $4.14M as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 74,554 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $2.16M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 2.52% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #16 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 9 quarters since.
  • 30 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.