CWP
RDVI icon

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

Cornerstone 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
Q2 		– Sell
-1,856
Closed -$47.4K – 19
2026
Q1 		$47.4K Buy
+1,856
New +$49.6K 0.03% 16

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Cornerstone Wealth Partners sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026, closing a stake of 1,856 shares — an estimated $47.4K sold.

Cornerstone Wealth Partners first reported a position in RDVI in Q1 2026 and held it in 1 quarter. The position peaked at $47.4K in Q1 2026. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Cornerstone Wealth Partners reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Partners sold 1,856 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $47.4K.
  • Cornerstone Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Wealth Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $47.4K in Q1 2026.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Cornerstone Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.