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Balboa Wealth Partners’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Balboa Wealth Partners’s Portfolio RDVI Stock Details RDVI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.02M Buy
81,588
+30,338
+59% +$750K 0.4% 54
2025
Q1 		$1.22M Buy
51,250
+2,535
+5% +$60.1K 0.29% 67
2024
Q4 		$1.18M Buy
+48,715
New +$1.18M 0.27% 68