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WESPAC Advisors SoCal’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

WESPAC Advisors SoCal’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 		$297K Buy
+10,117
New +$279K 0.05% 109

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WESPAC Advisors SoCal's RDVI Position: Q2 2026 in Review

WESPAC Advisors SoCal opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 10,117 shares worth $297K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • WESPAC Advisors SoCal held 10,117 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $297K as of Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new WESPAC Advisors SoCal position in Q2 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #109 holding.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.