Kingswood Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Kingswood Wealth 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	$633K	Buy	21,544 +1,284	+6%	+$35.5K	0.03%	536
2026 Q1	$518K	Buy	20,260 +9,164	+83%	+$245K	0.02%	539
2025 Q4	$291K	Buy	11,096 +22	+0.2%	+$569	0.01%	688
2025 Q3	$286K	Buy	+11,074	New	+$279K	0.02%	647

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

Kingswood Wealth Advisors's RDVI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 6.3% in Q2 2026, buying an estimated $35.5K and bringing the position to 21,544 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #536.

Kingswood Wealth Advisors first reported a position in RDVI in Q3 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Kingswood Wealth Advisors held 21,544 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $633K as of Q2 2026.
Kingswood Wealth Advisors bought 1,284 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $35.5K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #536 holding.
Kingswood Wealth Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.