SYM Financial Corp’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

SYM Financial Corp’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	$195K	Buy	+7,000	New	+$203K	0.01%	416

Other funds holding RDVI

LPL Financial San Diego, California $468B AUM 17.69% 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

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

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

SYM Financial Corp's RDVI Position: Q3 2026 in Review

SYM Financial Corp opened a new position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2026: 7,000 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings.

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

SYM Financial Corp held 7,000 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $195K as of Q3 2026.
FT Vest Rising Dividend Achievers Target Income ETF was a new SYM Financial Corp position in Q3 2026.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #416 holding.
210 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.