Retirement Planning Group (Kansas)’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
$1.33M Buy
53,867
+9,701
+22% +$240K 0.06% 119
2025
Q1
$1.05M Buy
44,166
+19,925
+82% +$473K 0.05% 127
2024
Q4
$588K Buy
24,241
+9,241
+62% +$224K 0.03% 176
2024
Q3
$370K Buy
15,000
+517
+4% +$12.7K 0.02% 198
2024
Q2
$339K Buy
14,483
+3,183
+28% +$74.4K 0.02% 186
2024
Q1
$277K Buy
11,300
+622
+6% +$15.2K 0.02% 185
2023
Q4
$246K Sell
10,678
-232
-2% -$5.36K 0.02% 164
2023
Q3
$230K Sell
10,910
-403
-4% -$8.49K 0.02% 146
2023
Q2
$249K Buy
11,313
+1,935
+21% +$42.5K 0.02% 143
2023
Q1
$201K Sell
9,378
-53
-0.6% -$1.14K 0.02% 145
2022
Q4
$201K Buy
+9,431
New +$201K 0.02% 132