DHJJ Financial 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 | $210K | Sell |
8,482
-1,580
| -16% | -$39K | 0.08% | 167 |
|
|
2025
Q1 | $239K | Sell |
10,062
-1,005
| -9% | -$23.8K | 0.1% | 145 |
|
|
2024
Q4 | $268K | Sell |
11,067
-1,609
| -13% | -$39K | 0.1% | 134 |
|
|
2024
Q3 | $312K | Sell |
12,676
-746
| -6% | -$18.4K | 0.12% | 121 |
|
|
2024
Q2 | $314K | Sell |
13,422
-354
| -3% | -$8.28K | 0.13% | 120 |
|
|
2024
Q1 | $337K | Buy |
13,776
+175
| +1% | +$4.28K | 0.15% | 103 |
|
|
2023
Q4 | $314K | Sell |
13,601
-645
| -5% | -$14.9K | 0.15% | 104 |
|
|
2023
Q3 | $300K | Buy |
14,246
+1,007
| +8% | +$21.2K | 0.15% | 101 |
|
|
2023
Q2 | $291K | Buy |
13,239
+1,529
| +13% | +$33.6K | 0.15% | 114 |
|
|
2023
Q1 | $251K | Buy |
+11,710
| New | +$251K | 0.14% | 118 |
|