Patriot Financial Group Insurance Agency’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 | $3.57M | Buy |
144,676
+22,646
| +19% | +$560K | 0.41% | 58 |
|
|
2025
Q1 | $2.89M | Buy |
122,030
+23,646
| +24% | +$561K | 0.39% | 58 |
|
|
2024
Q4 | $2.38M | Buy |
98,384
+10,380
| +12% | +$252K | 0.32% | 70 |
|
|
2024
Q3 | $2.17M | Buy |
88,004
+64,610
| +276% | +$1.59M | 0.29% | 77 |
|
|
2024
Q2 | $547K | Buy |
23,394
+1,018
| +5% | +$23.8K | 0.08% | 261 |
|
|
2024
Q1 | $548K | Sell |
22,376
-7,964
| -26% | -$195K | 0.09% | 257 |
|
|
2023
Q4 | $700K | Buy |
30,340
+5,292
| +21% | +$122K | 0.13% | 184 |
|
|
2023
Q3 | $528K | Buy |
25,048
+5,858
| +31% | +$123K | 0.11% | 220 |
|
|
2023
Q2 | $422K | Buy |
19,190
+4,691
| +32% | +$103K | 0.08% | 275 |
|
|
2023
Q1 | $311K | Buy |
+14,499
| New | +$311K | 0.06% | 326 |
|