James T. Borello RIA’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

James T. Borello RIA’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	$6.02M	Buy	215,807 +58,840	+37%	+$1.71M	1.25%	18
2026 Q2	$4.61M	Buy	156,967 +6,778	+5%	+$187K	1%	23
2026 Q1	$3.84M	Buy	150,189 +2,249	+2%	+$60.1K	0.97%	23
2025 Q4	$3.88M	Buy	147,940 +3,255	+2%	+$84.2K	1%	23
2025 Q3	$3.74M	Buy	144,685 +14,832	+11%	+$374K	1.01%	24
2025 Q2	$3.21M	Buy	129,853 +34,133	+36%	+$803K	0.93%	26
2025 Q1	$2.27M	Buy	95,720 +60,571	+172%	+$1.5M	0.73%	28
2024 Q4	$852K	Buy	35,149 +26,609	+312%	+$670K	0.32%	42
2024 Q3	$210K	Buy	+8,540	New	+$205K	0.09%	68

Other funds holding RDVI

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

SFWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

James T. Borello RIA's RDVI Position: Q3 2026 in Review

James T. Borello RIA increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 37% in Q3 2026, buying an estimated $1.71M and bringing the position to 215,807 shares worth $6.02M. The position accounts for 1.25% of the portfolio, ranked #18.

James T. Borello RIA first reported a position in RDVI in Q3 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

James T. Borello RIA held 215,807 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $6.02M as of Q3 2026.
James T. Borello RIA bought 58,840 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $1.71M.
FT Vest Rising Dividend Achievers Target Income ETF made up 1.25% of James T. Borello RIA's portfolio in Q3 2026, its #18 holding.
James T. Borello RIA first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 9 quarters since.
43 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.