PFA
Plotkin Financial Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $837K | Buy |
33,857
+4,099
| +14% | +$101K | 0.46% | 37 |
|
2025
Q1 | $706K | Buy |
29,758
+17,906
| +151% | +$425K | 0.43% | 40 |
|
2024
Q4 | $287K | Buy |
11,852
+475
| +4% | +$11.5K | 0.17% | 73 |
|
2024
Q3 | $280K | Buy |
11,377
+385
| +4% | +$9.49K | 0.17% | 75 |
|
2024
Q2 | $257K | Buy |
10,992
+2,560
| +30% | +$59.9K | 0.17% | 72 |
|
2024
Q1 | $206K | Buy |
+8,432
| New | +$206K | 0.14% | 86 |
|