Precision Wealth Strategies’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Precision Wealth Strategies’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-64,333	Closed	-$1.41M	–	104
2023 Q2	$1.41M	Sell	64,333 -5,570	-8%	-$119K	2.31%	8
2023 Q1	$1.5M	Buy	+69,903	New	+$1.54M	2.35%	7

Other funds holding RDVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $285M AUM 52.75% 1-Year Est. Return

Precision Wealth Strategies's RDVI Position: Q3 2023 in Review

Precision Wealth Strategies sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q3 2023, closing a stake of 64,333 shares — an estimated $1.41M sold.

Precision Wealth Strategies first reported a position in RDVI in Q1 2023 and held it in 2 quarters. The position peaked at $1.5M in Q1 2023. 102 funds tracked by Wall St. Rank hold RDVI as of Q3 2023.

Precision Wealth Strategies reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q3 2023 after selling out during the quarter.
Precision Wealth Strategies sold 64,333 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2023, an estimated $1.41M.
Precision Wealth Strategies first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2023 and held it in 2 quarters.
Precision Wealth Strategies's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $1.5M in Q1 2023.
102 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.