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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
Q3 		$1.79M Buy
64,077
+6,656
+12% +$193K 0.05% 270
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

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

CoreCap Advisors's RDVI Position: Q3 2026 in Review

CoreCap Advisors increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 12% in Q3 2026, buying an estimated $193K and bringing the position to 64,077 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #270.

CoreCap Advisors first reported a position in RDVI in Q2 2023 and has held it in 14 quarters since. 13 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

  • CoreCap Advisors held 64,077 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.79M as of Q3 2026.
  • CoreCap Advisors bought 6,656 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $193K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #270 holding.
  • CoreCap Advisors first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 13 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.