Number of Shares
108,595.00
Current Holdings Value*
$2.68 Mil
% of Portfolio
1.41%
Total Estimate Gain
$866,515.39
% of Total Estimate Gain
13.14%

Midwest Financial Group LLC's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary

As of 2025-06-30, Midwest Financial Group LLC held 108,595.00 shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $2.68 Mil. This investment constitutes 1.41% of their stock portfolio, and Midwest Financial Group LLC now holds 0.13% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.

The initial trade took place in 2023Q2. And since then Midwest Financial Group LLC has made 5 purchases of RDVI, at an average price of $21.28, for a total of 309,821.00 shares. In addition, there have been 4 sales at an average price of $23.55 for 201,226.00 shares. Based on historical transaction data and RDVI's current price of $25.04, Midwest Financial Group LLC's estimated gain on his RDVI holdings is $866,515.39, reflecting a 13.14% gain to date.

Midwest Financial Group LLC RDVI ($25.04) Holding Chart

Midwest Financial Group LLC RDVI ($25.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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