B. Riley 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 | $346K | Buy |
+13,986
| New | +$346K | 0.02% | 640 |
|
|
2024
Q4 | $8.01M | Buy |
330,363
+278,022
| +531% | +$6.74M | 0.26% | 81 |
|
|
2024
Q3 | $1.29M | Sell |
52,341
-35,107
| -40% | -$863K | 0.04% | 434 |
|
|
2024
Q2 | $2.04M | Buy |
87,448
+34,508
| +65% | +$807K | 0.05% | 331 |
|
|
2024
Q1 | $1.12M | Sell |
52,940
-34,575
| -40% | -$728K | 0.03% | 492 |
|
|
2023
Q4 | $2.02M | Buy |
87,515
+34,575
| +65% | +$798K | 0.05% | 354 |
|
|
2023
Q3 | $1.12M | Buy |
52,940
+6,931
| +15% | +$146K | 0.03% | 492 |
|
|
2023
Q2 | $1.01M | Buy |
46,009
+8,437
| +22% | +$185K | 0.02% | 564 |
|
|
2023
Q1 | $807K | Buy |
37,572
+10,602
| +39% | +$228K | 0.02% | 611 |
|
|
2022
Q4 | $574K | Buy |
+26,970
| New | +$574K | 0.02% | 736 |
|