PFG
Prosperity Financial Group’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 | $3.48M | Buy |
140,889
+10,765
| +8% | +$266K | 1.48% | 18 |
|
|
2025
Q1 | $3.09M | Buy |
130,124
+27,951
| +27% | +$663K | 1.54% | 17 |
|
|
2024
Q4 | $2.48M | Sell |
102,173
-2,308
| -2% | -$55.9K | 1.23% | 26 |
|
|
2024
Q3 | $2.57M | Buy |
104,481
+15,334
| +17% | +$378K | 1.44% | 19 |
|
|
2024
Q2 | $2.08M | Buy |
89,147
+17,947
| +25% | +$420K | 1.32% | 20 |
|
|
2024
Q1 | $1.74M | Sell |
71,200
-226,796
| -76% | -$5.55M | 1.08% | 28 |
|
|
2023
Q4 | $6.88M | Sell |
297,996
-10,973
| -4% | -$253K | 4.77% | 4 |
|
|
2023
Q3 | $6.51M | Buy |
308,969
+209,794
| +212% | +$4.42M | 5.38% | 4 |
|
|
2023
Q2 | $2.18M | Buy |
+99,175
| New | +$2.18M | 1.92% | 11 |
|