Number of Shares
347,949.00
Current Holdings Value*
$8.25 Mil
% of Portfolio
1.64%
Total Estimate Gain
$-42,762.47
% of Total Estimate Gain
-0.49%

Summit Financial Wealth Advisors, LLC's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary

As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 347,949.00 shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $8.25 Mil. This investment constitutes 1.64% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.44% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.

The initial trade took place in 2024Q4. And since then Summit Financial Wealth Advisors, LLC has made 2 purchases of RDVI, at an average price of $25.14, for a total of 347,949.00 shares. Based on historical transaction data and RDVI's current price of $25.02, Summit Financial Wealth Advisors, LLC's estimated gain on his RDVI holdings is $-42,762.47, reflecting a -0.49% gain to date.

Summit Financial Wealth Advisors, LLC RDVI ($25.02) Holding Chart

Summit Financial Wealth Advisors, LLC RDVI ($25.02) 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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