SHFP
Second Half Financial Partners’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 | $15.7M | Buy |
634,190
+13,759
| +2% | +$340K | 7.38% | 6 |
|
|
2025
Q1 | $14.7M | Sell |
620,431
-114,230
| -16% | -$2.71M | 7.3% | 6 |
|
|
2024
Q4 | $17.8M | Buy |
734,661
+347,438
| +90% | +$8.42M | 8.7% | 4 |
|
|
2024
Q3 | $9.54M | Sell |
387,223
-13,379
| -3% | -$330K | 5.06% | 3 |
|
|
2024
Q2 | $9.37M | Buy |
400,602
+133,132
| +50% | +$3.11M | 7.5% | 3 |
|
|
2024
Q1 | $6.55M | Buy |
+267,470
| New | +$6.55M | 2.91% | 7 |
|
|
2023
Q3 | – | Sell |
-191,791
| Closed | -$4.21M | – | 113 |
|
|
2023
Q2 | $4.21M | Buy |
+191,791
| New | +$4.21M | 0.96% | 27 |
|