Pinnacle Wealth Management Advisory Group’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
$7.86M Buy
318,232
+24,020
+8% +$594K 0.65% 38
2025
Q1
$6.98M Buy
294,212
+54,117
+23% +$1.28M 0.65% 35
2024
Q4
$5.82M Buy
240,095
+34,589
+17% +$838K 0.54% 44
2024
Q3
$5.06M Buy
205,506
+4,250
+2% +$105K 0.48% 51
2024
Q2
$4.71M Buy
201,256
+14,908
+8% +$349K 0.49% 48
2024
Q1
$4.56M Buy
186,348
+135,312
+265% +$3.31M 0.49% 50
2023
Q4
$1.18M Buy
51,036
+18,661
+58% +$431K 0.14% 109
2023
Q3
$682K Buy
32,375
+10,525
+48% +$222K 0.09% 143
2023
Q2
$480K Buy
+21,850
New +$480K 0.06% 186