Marshall Financial Group (Maryland)’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 | $1.1M | Buy |
44,426
+6,880
| +18% | +$171K | 0.22% | 106 |
|
|
2025
Q1 | $891K | Sell |
37,546
-4,421
| -11% | -$105K | 0.19% | 128 |
|
|
2024
Q4 | $1.02M | Buy |
41,967
+3,657
| +10% | +$88.6K | 0.25% | 106 |
|
|
2024
Q3 | $944K | Buy |
38,310
+1,051
| +3% | +$25.9K | 0.23% | 123 |
|
|
2024
Q2 | $871K | Buy |
37,259
+19,063
| +105% | +$446K | 0.24% | 108 |
|
|
2024
Q1 | $445K | Buy |
18,196
+1,548
| +9% | +$37.9K | 0.13% | 131 |
|
|
2023
Q4 | $384K | Buy |
16,648
+360
| +2% | +$8.31K | 0.12% | 137 |
|
|
2023
Q3 | $343K | Buy |
16,288
+1,696
| +12% | +$35.7K | 0.12% | 141 |
|
|
2023
Q2 | $321K | Buy |
+14,592
| New | +$321K | 0.11% | 141 |
|