Atlas Private Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.3M Buy
903,006
+370,852
+70% +$9.16M 2.87% 8
2025
Q1
$12.6M Buy
532,154
+504,035
+1,793% +$12M 1.76% 18
2024
Q4
$682K Buy
28,119
+1,773
+7% +$43K 0.1% 90
2024
Q3
$649K Buy
26,346
+556
+2% +$13.7K 0.09% 86
2024
Q2
$603K Buy
25,790
+13,173
+104% +$308K 0.1% 85
2024
Q1
$309K Sell
12,617
-11,905
-49% -$291K 0.1% 83
2023
Q4
$566K Buy
24,522
+362
+1% +$8.36K 0.11% 77
2023
Q3
$509K Buy
24,160
+530
+2% +$11.2K 0.1% 106
2023
Q2
$519K Buy
+23,630
New +$519K 0.11% 110