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 |
|