BWM
RDVI icon

Buska Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Buska Wealth Management’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 		$5.35M Buy
191,803
+84,424
+79% +$2.45M 1.84% 13
2026
Q2 		$3.16M Buy
107,379
+77,279
+257% +$2.13M 1.14% 21
2026
Q1 		$769K Buy
+30,100
New +$805K 0.31% 31

Other funds holding RDVI

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Buska Wealth Management's RDVI Position: Q3 2026 in Review

Buska Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 79% in Q3 2026, buying an estimated $2.45M and bringing the position to 191,803 shares worth $5.35M. The position accounts for 1.84% of the portfolio, ranked #13.

Buska Wealth Management first reported a position in RDVI in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

  • Buska Wealth Management held 191,803 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $5.35M as of Q3 2026.
  • Buska Wealth Management bought 84,424 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $2.45M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 1.84% of Buska Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Buska Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.