Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RDVI Stock Details RDVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.6M Sell
2025
Q2 		$1.6M Buy
2025
Q1 		$1.47M Buy
2024
Q4 		$1.45M Buy
2024
Q3 		$1.38M Buy
2024
Q2 		$1.29M Buy
2024
Q1 		$1.25M Buy
2023
Q4 		$1M Buy
2023
Q3 		$142K Buy