Moors & Cabot’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Moors & Cabot’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	$990K	Buy	33,686 +17,535	+109%	+$484K	0.04%	391
2026 Q1	$413K	Sell	16,151 -425	-3%	-$11.4K	0.02%	597
2025 Q4	$435K	Sell	16,576 -726	-4%	-$18.8K	0.02%	580
2025 Q3	$447K	Sell	17,302 -480	-3%	-$12.1K	0.02%	556
2025 Q2	$439K	Buy	17,782 +394	+2%	+$9.27K	0.02%	533
2025 Q1	$412K	Sell	17,388 -71	-0.4%	-$1.75K	0.02%	537
2024 Q4	$423K	Buy	17,459 +2,576	+17%	+$64.8K	0.02%	543
2024 Q3	$367K	Buy	14,883 +4,303	+41%	+$103K	0.02%	599
2024 Q2	$247K	Buy	+10,580	New	+$250K	0.01%	696

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

Moors & Cabot's RDVI Position: Q2 2026 in Review

Moors & Cabot increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 109% in Q2 2026, buying an estimated $484K and bringing the position to 33,686 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #391.

Moors & Cabot first reported a position in RDVI in Q2 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Moors & Cabot held 33,686 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $990K as of Q2 2026.
Moors & Cabot bought 17,535 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $484K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #391 holding.
Moors & Cabot first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.