Stonebridge Financial Planning Group’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 | $1.7M | Buy |
68,696
+5,251
| +8% | +$130K | 0.71% | 46 |
|
|
2025
Q1 | $1.5M | Buy |
63,445
+8,364
| +15% | +$198K | 0.69% | 45 |
|
|
2024
Q4 | $1.34M | Buy |
55,081
+6,926
| +14% | +$168K | 0.6% | 51 |
|
|
2024
Q3 | $1.19M | Sell |
48,155
-1,851
| -4% | -$45.6K | 0.57% | 52 |
|
|
2024
Q2 | $1.17M | Buy |
50,006
+11,932
| +31% | +$279K | 0.59% | 52 |
|
|
2024
Q1 | $932K | Buy |
38,074
+3,417
| +10% | +$83.6K | 0.49% | 56 |
|
|
2023
Q4 | $800K | Buy |
34,657
+10,715
| +45% | +$247K | 0.46% | 56 |
|
|
2023
Q3 | $504K | Buy |
23,942
+10,738
| +81% | +$226K | 0.32% | 77 |
|
|
2023
Q2 | $290K | Buy |
+13,204
| New | +$290K | 0.18% | 113 |
|