Cornerstone Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Cornerstone Wealth Management’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	$503K	Sell	17,093 -64	-0.4%	-$1.77K	0.02%	492
2026 Q1	$438K	Buy	17,157 +1,024	+6%	+$27.4K	0.02%	484
2025 Q4	$423K	Buy	16,133 +6,738	+72%	+$174K	0.02%	467
2025 Q3	$243K	Buy	9,395 +462	+5%	+$11.7K	0.01%	592
2025 Q2	$221K	Buy	+8,933	New	+$210K	0.01%	592

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

Cornerstone Wealth Management's RDVI Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.37% in Q2 2026, selling an estimated $1.77K and leaving 17,093 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #492.

Cornerstone Wealth Management first reported a position in RDVI in Q2 2025 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Cornerstone Wealth Management held 17,093 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $503K as of Q2 2026.
Cornerstone Wealth Management sold 64 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.77K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #492 holding.
Cornerstone Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.