Number of Shares
620,431.00
Current Holdings Value*
$14.72 Mil
% of Portfolio
7.3%
Total Estimate Gain
$748,671.82
% of Total Estimate Gain
3.39%

Second Half Financial Partners, LLC's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary

As of 2025-03-31, Second Half Financial Partners, LLC held 620,431.00 shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $14.72 Mil. This investment constitutes 7.3% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.79% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.

The initial trade took place in 2023Q2. And since then Second Half Financial Partners, LLC has made 4 purchases of RDVI, at an average price of $23.50, for a total of 939,831.00 shares. In addition, there have been 3 sales at an average price of $23.07 for 319,400.00 shares. Based on historical transaction data and RDVI's current price of $24.92, Second Half Financial Partners, LLC's estimated gain on his RDVI holdings is $748,671.82, reflecting a 3.39% gain to date.

Second Half Financial Partners, LLC RDVI ($24.92) Holding Chart

Second Half Financial Partners, LLC RDVI ($24.92) 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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