Number of Shares
66,303.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
0.49%
Total Estimate Gain
$130,014.81
% of Total Estimate Gain
6.43%

Triumph Capital Management's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary

As of 2025-06-30, Triumph Capital Management held 66,303.00 shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $1.64 Mil. This investment constitutes 0.49% of their stock portfolio, and Triumph Capital Management now holds 0.08% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.

The initial trade took place in 2024Q1. And since then Triumph Capital Management has made 4 purchases of RDVI, at an average price of $23.45, for a total of 86,243.00 shares. In addition, there have been 2 sales at an average price of $24.93 for 19,940.00 shares. Based on historical transaction data and RDVI's current price of $24.96, Triumph Capital Management's estimated gain on his RDVI holdings is $130,014.81, reflecting a 6.43% gain to date.

Triumph Capital Management RDVI ($24.96) Holding Chart

Triumph Capital Management RDVI ($24.96) 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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