Cherry Creek Investment Advisors’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 | $239K | Sell |
9,674
-29
| -0.3% | -$717 | 0.11% | 96 |
|
|
2025
Q1 | $230K | Sell |
9,703
-3,822
| -28% | -$90.7K | 0.12% | 96 |
|
|
2024
Q4 | $328K | Sell |
13,525
-1,347
| -9% | -$32.7K | 0.16% | 83 |
|
|
2024
Q3 | $366K | Sell |
14,872
-28,785
| -66% | -$709K | 0.19% | 71 |
|
|
2024
Q2 | $1.02M | Sell |
43,657
-2,586
| -6% | -$60.5K | 0.53% | 33 |
|
|
2024
Q1 | $1.13M | Sell |
46,243
-17,940
| -28% | -$439K | 0.61% | 35 |
|
|
2023
Q4 | $1.48M | Sell |
64,183
-5,161
| -7% | -$119K | 0.9% | 27 |
|
|
2023
Q3 | $1.46M | Buy |
+69,344
| New | +$1.46M | 0.99% | 27 |
|