Regal Investment Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Regal Investment 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	$1.09M	Buy	36,957 +606	+2%	+$16.7K	0.06%	303
2026 Q1	$929K	Sell	36,351 -1,214	-3%	-$32.4K	0.05%	305
2025 Q4	$986K	Buy	37,565 +2,571	+7%	+$66.5K	0.06%	283
2025 Q3	$905K	Buy	34,994 +5,227	+18%	+$132K	0.06%	280
2025 Q2	$736K	Buy	+29,767	New	+$700K	0.06%	280

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

Regal Investment Advisors's RDVI Position: Q2 2026 in Review

Regal Investment Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.7% in Q2 2026, buying an estimated $16.7K and bringing the position to 36,957 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #303.

Regal Investment 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.

Regal Investment Advisors held 36,957 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.09M as of Q2 2026.
Regal Investment Advisors bought 606 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $16.7K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #303 holding.
Regal Investment 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 Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.