Legacy Wealth Management (Idaho)’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
$680K Buy
27,523
+6,892
+33% +$170K 0.35% 41
2025
Q1
$489K Buy
20,631
+4,018
+24% +$95.3K 0.35% 42
2024
Q4
$419K Buy
16,613
+7,811
+89% +$197K 0.27% 49
2024
Q3
$228K Buy
+8,802
New +$228K 0.13% 59