Core Wealth Advisors (Florida)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Core Wealth Advisors (Florida)’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	$256K	Buy	+8,716	New	+$241K	0.05%	115

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

Core Wealth Advisors (Florida)'s RDVI Position: Q2 2026 in Review

Core Wealth Advisors (Florida) opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026: 8,716 shares worth $256K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings.

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

Core Wealth Advisors (Florida) held 8,716 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $256K as of Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new Core Wealth Advisors (Florida) position in Q2 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #115 holding.
311 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.