CoreCap Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

CoreCap Advisors’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	$1.69M	Buy	57,421 +1,225	+2%	+$33.8K	0.05%	278
2026 Q1	$1.44M	Buy	56,196 +11,679	+26%	+$312K	0.05%	298
2025 Q4	$1.17M	Sell	44,517 -1,091	-2%	-$28.2K	0.04%	339
2025 Q3	$1.18M	Buy	45,608 +7,987	+21%	+$202K	0.04%	333
2025 Q2	$930K	Buy	37,621 +9,206	+32%	+$217K	0.04%	365
2025 Q1	$674K	Sell	28,415 -2,092	-7%	-$51.7K	0.03%	418
2024 Q4	$739K	Buy	30,507 +10,030	+49%	+$252K	0.03%	386
2024 Q3	$505K	Buy	20,477 +3,092	+18%	+$74.2K	0.02%	460
2024 Q2	$406K	Buy	17,385 +4,775	+38%	+$113K	0.04%	246
2024 Q1	$309K	Buy	12,610 +1,526	+14%	+$35.3K	0.02%	525
2023 Q4	$256K	Sell	11,084 -7,856	-41%	-$168K	0.02%	501
2023 Q3	$399K	Buy	18,940 +9,818	+108%	+$216K	0.03%	361
2023 Q2	$200K	Buy	+9,122	New	+$195K	0.01%	537

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

CoreCap Advisors's RDVI Position: Q2 2026 in Review

CoreCap Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 57,421 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #278.

CoreCap Advisors first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

CoreCap Advisors held 57,421 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.69M as of Q2 2026.
CoreCap Advisors bought 1,225 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $33.8K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #278 holding.
CoreCap Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.