Summit Financial Wealth Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.45M Buy
2025
Q2
$8.55M Sell
2025
Q1
$8.25M Buy
2024
Q4
$8.02M Buy