Gladstone Institutional Advisory’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 | $341K | Sell |
13,785
-3,094
| -18% | -$76.5K | 0.01% | 583 |
|
|
2025
Q1 | $400K | Sell |
16,879
-16,442
| -49% | -$390K | 0.02% | 524 |
|
|
2024
Q4 | $808K | Sell |
33,321
-10,277
| -24% | -$249K | 0.04% | 366 |
|
|
2024
Q3 | $1.07M | Buy |
43,598
+5,002
| +13% | +$123K | 0.05% | 316 |
|
|
2024
Q2 | $902K | Buy |
38,596
+5,272
| +16% | +$123K | 0.05% | 313 |
|
|
2024
Q1 | $816K | Buy |
33,324
+11,398
| +52% | +$279K | 0.04% | 320 |
|
|
2023
Q4 | $506K | Buy |
21,926
+7,376
| +51% | +$170K | 0.03% | 416 |
|
|
2023
Q3 | $307K | Buy |
+14,550
| New | +$307K | 0.02% | 487 |
|