Carson Wealth (CWM LLC)
RDVI icon

Carson Wealth (CWM LLC)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$12.7M Buy
497,696
+218,411
+78% +$5.84M 0.03% 462
2025
Q4 		$7.33M Buy
279,285
+217,262
+350% +$5.62M 0.02% 633
2025
Q3 		$1.6M Sell
62,023
-2,919
-4% -$73.7K ﹤0.01% 1185
2025
Q2 		$1.6M Buy
64,942
+2,815
+5% +$66.2K 0.01% 1030
2025
Q1 		$1.47M Buy
62,127
+2,519
+4% +$62.2K 0.01% 946
2024
Q4 		$1.45M Buy
59,608
+3,502
+6% +$88.1K 0.01% 915
2024
Q3 		$1.38M Buy
56,106
+1,080
+2% +$25.9K 0.01% 857
2024
Q2 		$1.29M Buy
55,026
+4,136
+8% +$97.6K 0.01% 782
2024
Q1 		$1.25M Buy
50,890
+7,377
+17% +$170K 0.01% 775
2023
Q4 		$1M Buy
43,513
+36,765
+545% +$787K 0.01% 806
2023
Q3 		$142K Buy
+6,748
New +$149K ﹤0.01% 1459

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Carson Wealth (CWM LLC)'s RDVI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 78% in Q1 2026, buying an estimated $5.84M and bringing the position to 497,696 shares worth $12.7M. The position accounts for 0.03% of the portfolio, ranked #462.

Carson Wealth (CWM LLC) first reported a position in RDVI in Q3 2023 and has held it in 11 quarters since. 282 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 497,696 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $12.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 218,411 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $5.84M.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #462 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 282 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.