Triad Wealth Partners’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
Q1
Sell
-11,714
Closed -$284K 221
2024
Q4
$284K Buy
+11,714
New +$284K 0.1% 142
2024
Q3
Sell
-6,205
Closed -$145K 702
2024
Q2
$145K Buy
+6,205
New +$145K 0.08% 114