ICA Group Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$417K Buy
17,841
+8,277
+87% +$195K 0.25% 60
2024
Q1
$234K Buy
9,564
+9,064
+1,813% +$209K 0.05% 254
2023
Q4
$11.5K Buy
+500
New +$10.7K ﹤0.01% 843

Other funds holding RDVI

ICA Group Wealth Management's RDVI Position: Q2 2024 in Review

ICA Group Wealth Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 87% in Q2 2024, buying an estimated $195K and bringing the position to 17,841 shares worth $417K. The position accounts for 0.25% of the portfolio, ranked #60.

ICA Group Wealth Management first reported a position in RDVI in Q4 2023 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold RDVI as of Q2 2024.

  • ICA Group Wealth Management held 17,841 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $417K as of Q2 2024.
  • ICA Group Wealth Management bought 8,277 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2024, an estimated $195K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.25% of ICA Group Wealth Management's portfolio in Q2 2024, its #60 holding.
  • ICA Group Wealth Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.