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

Elevation 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 Q3	$57.2K	Hold	2,053	–	–	0.02%	347
2026 Q2	$60.4K	Hold	2,053	–	–	0.02%	262
2026 Q1	$52.5K	Hold	2,053	–	–	0.02%	235
2025 Q4	$53.9K	Hold	2,053	–	–	0.02%	231
2025 Q3	$53.1K	Hold	2,053	–	–	0.02%	241
2025 Q2	$50.7K	Hold	2,053	–	–	0.02%	233
2025 Q1	$48.7K	Hold	2,053	–	–	0.02%	225
2024 Q4	$49.8K	Buy	+2,053	New	+$51.7K	0.02%	229

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Elevation Wealth Partners's RDVI Position: Q3 2026 in Review

Elevation Wealth Partners held its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) position steady in Q3 2026 at 2,053 shares worth $57.2K. The position accounts for 0.02% of the portfolio, ranked #347.

Elevation Wealth Partners first reported a position in RDVI in Q4 2024 and has held it in 8 quarters since. The position peaked at $60.4K in Q2 2026. 10 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Elevation Wealth Partners held 2,053 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $57.2K as of Q3 2026.
Elevation Wealth Partners left its FT Vest Rising Dividend Achievers Target Income ETF share count unchanged in Q3 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #347 holding.
Elevation Wealth Partners first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $60.4K in Q2 2026.
10 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.