Atlas Wealth’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 | $2.83M | Buy |
113,306
+746
| +0.7% | +$18.6K | 1.03% | 31 |
|
|
2025
Q1 | $2.67M | Sell |
112,560
-10,119
| -8% | -$240K | 1.04% | 28 |
|
|
2024
Q4 | $2.97M | Buy |
122,679
+47,203
| +63% | +$1.14M | 1.12% | 27 |
|
|
2024
Q3 | $1.86M | Buy |
75,476
+9,602
| +15% | +$237K | 0.8% | 25 |
|
|
2024
Q2 | $1.54M | Buy |
65,874
+30,291
| +85% | +$709K | 0.18% | 85 |
|
|
2024
Q1 | $871K | Sell |
35,583
-13,839
| -28% | -$339K | 0.43% | 37 |
|
|
2023
Q4 | $1.04M | Hold |
49,422
| – | – | 0.57% | 29 |
|
|
2023
Q3 | $1.04M | Buy |
49,422
+17,801
| +56% | +$375K | 0.19% | 74 |
|
|
2023
Q2 | $720K | Buy |
+31,621
| New | +$720K | 0.13% | 100 |
|