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Southland Equity Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Southland Equity 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 		$383K Buy
+13,754
New +$399K 0.07% 205

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RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Southland Equity Partners's RDVI Position: Q3 2026 in Review

Southland Equity Partners opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2026: 13,754 shares worth $383K. The stake represents 0.07% of the portfolio and ranks #205 among its holdings.

33 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

  • Southland Equity Partners held 13,754 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $383K as of Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF was a new Southland Equity Partners position in Q3 2026.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.07% of Southland Equity Partners's portfolio in Q3 2026, its #205 holding.
  • 33 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.