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Summit Financial Wealth Advisors’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
Q1
$8.25M Buy
347,949
+30,519
+10% +$724K 1.64% 20
2024
Q4
$8.02M Buy
+317,430
New +$8.02M 1.57% 21