CIA
Concurrent Investment Advisors’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
228,560
+36,805
| +19% | +$909K | 0.11% | 200 |
|
|
2025
Q1 | $4.55M | Buy |
191,755
+55,148
| +40% | +$1.31M | 0.11% | 203 |
|
|
2024
Q4 | $3.31M | Buy |
136,607
+72,317
| +112% | +$1.75M | 0.09% | 222 |
|
|
2024
Q3 | $1.58M | Buy |
64,290
+50,208
| +357% | +$1.24M | 0.05% | 366 |
|
|
2024
Q2 | $329K | Buy |
+14,082
| New | +$329K | 0.01% | 702 |
|