AE Wealth Management’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
Q2 | $491K | Buy |
19,853
+4,922
| +33% | +$122K | ﹤0.01% | 929 |
|
|
2025
Q1 | $354K | Sell |
14,931
-2,051
| -12% | -$48.7K | ﹤0.01% | 1027 |
|
|
2024
Q4 | $412K | Buy |
16,982
+2,134
| +14% | +$51.7K | ﹤0.01% | 965 |
|
|
2024
Q3 | $366K | Buy |
14,848
+166
| +1% | +$4.09K | ﹤0.01% | 969 |
|
|
2024
Q2 | $343K | Buy |
14,682
+1,947
| +15% | +$45.5K | ﹤0.01% | 986 |
|
|
2024
Q1 | $312K | Sell |
12,735
-62,874
| -83% | -$1.54M | ﹤0.01% | 951 |
|
|
2023
Q4 | $1.72M | Sell |
75,609
-181,931
| -71% | -$4.14M | 0.01% | 951 |
|
|
2023
Q3 | $5.43M | Buy |
257,540
+44,524
| +21% | +$938K | 0.03% | 524 |
|
|
2023
Q2 | $4.68M | Buy |
+213,016
| New | +$4.68M | 0.03% | 557 |
|