Carson Wealth (CWM LLC)’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 | $1.61M | Buy |
64,942
+2,815
| +5% | +$69.6K | 0.01% | 1029 |
|
|
2025
Q1 | $1.47M | Buy |
62,127
+2,519
| +4% | +$59.8K | 0.01% | 946 |
|
|
2024
Q4 | $1.45M | Buy |
59,608
+3,502
| +6% | +$84.9K | 0.01% | 914 |
|
|
2024
Q3 | $1.38M | Buy |
56,106
+1,080
| +2% | +$26.6K | 0.01% | 856 |
|
|
2024
Q2 | $1.29M | Buy |
55,026
+4,136
| +8% | +$96.7K | 0.01% | 781 |
|
|
2024
Q1 | $1.25M | Buy |
50,890
+7,377
| +17% | +$181K | 0.01% | 774 |
|
|
2023
Q4 | $1M | Buy |
43,513
+36,765
| +545% | +$848K | 0.01% | 805 |
|
|
2023
Q3 | $142K | Buy |
+6,748
| New | +$142K | ﹤0.01% | 1458 |
|