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 Q3	$855K	Buy	30,674 +13,581	+79%	+$394K	0.04%	369
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 $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

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

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

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

Cornerstone Wealth Management's RDVI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 79% in Q3 2026, buying an estimated $394K and bringing the position to 30,674 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #369.

Cornerstone Wealth Management first reported a position in RDVI in Q2 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Cornerstone Wealth Management held 30,674 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $855K as of Q3 2026.
Cornerstone Wealth Management bought 13,581 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $394K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #369 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 6 quarters since.
248 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.