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 Q3	$1.49M	Buy	53,551 +1,020	+2%	+$29.6K	0.61%	42
2026 Q2	$1.54M	Buy	52,531 +7,287	+16%	+$201K	0.66%	40
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 $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Core Wealth Partners's RDVI Position: Q3 2026 in Review

Core Wealth Partners increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 1.9% in Q3 2026, buying an estimated $29.6K and bringing the position to 53,551 shares worth $1.49M. The position accounts for 0.61% of the portfolio, ranked #42.

Core Wealth Partners first reported a position in RDVI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2026. 216 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Core Wealth Partners held 53,551 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.49M as of Q3 2026.
Core Wealth Partners bought 1,020 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $29.6K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.61% of Core Wealth Partners's portfolio in Q3 2026, its #42 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 7 quarters since.
Core Wealth Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.54M in Q2 2026.
216 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.