Ergawealth 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
$4.74M Sell
191,905
-63,982
-25% -$1.58M 2.13% 15
2025
Q1
$6.07M Buy
255,887
+32,903
+15% +$780K 3.01% 13
2024
Q4
$5.41M Buy
222,984
+944
+0.4% +$22.9K 2.67% 13
2024
Q3
$5.47M Buy
222,040
+18,350
+9% +$452K 2.71% 13
2024
Q2
$4.76M Sell
203,690
-124,583
-38% -$2.91M 2.59% 12
2024
Q1
$8.04M Buy
328,273
+169,988
+107% +$4.16M 4.41% 9
2023
Q4
$3.65M Buy
158,285
+147,845
+1,416% +$3.41M 2.25% 12
2023
Q3
$220K Buy
+10,440
New +$220K 0.15% 47