Beacon Financial Group’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
$1.36M Sell
54,880
-129
-0.2% -$3.19K 0.14% 147
2025
Q1
$1.3M Buy
55,009
+6,559
+14% +$156K 0.14% 138
2024
Q4
$1.17M Buy
48,450
+666
+1% +$16.1K 0.13% 146
2024
Q3
$1.18M Buy
47,784
+2,307
+5% +$56.8K 0.13% 147
2024
Q2
$1.06M Buy
45,477
+6,136
+16% +$143K 0.12% 152
2024
Q1
$963K Buy
39,341
+20,233
+106% +$495K 0.11% 159
2023
Q4
$441K Buy
+19,108
New +$441K 0.05% 224