Core Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Core Wealth Partners’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	$1.16M	Buy	45,244 +6,576	+17%	+$176K	0.54%	47
2025 Q4	$1.01M	Buy	38,668 +6,389	+20%	+$165K	0.46%	53
2025 Q3	$834K	Buy	32,279 +7,021	+28%	+$177K	0.38%	61
2025 Q2	$624K	Buy	25,258 +10,822	+75%	+$255K	0.32%	73
2025 Q1	$342K	Buy	+14,436	New	+$357K	0.2%	111

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Core Wealth Partners's RDVI Position: Q1 2026 in Review

Core Wealth Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 17% in Q1 2026, buying an estimated $176K and bringing the position to 45,244 shares worth $1.16M. The position accounts for 0.54% of the portfolio, ranked #47.

Core Wealth Partners first reported a position in RDVI in Q1 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold RDVI as of Q1 2026.

Core Wealth Partners held 45,244 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.16M as of Q1 2026.
Core Wealth Partners bought 6,576 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $176K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.54% of Core Wealth Partners's portfolio in Q1 2026, its #47 holding.
Core Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Core Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.