Echo 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 | $8.27M | Sell |
334,806
-675
| -0.2% | -$16.7K | 5.07% | 7 |
|
|
2025
Q1 | $7.96M | Sell |
335,481
-63,143
| -16% | -$1.5M | 5.38% | 7 |
|
|
2024
Q4 | $9.66M | Buy |
398,624
+441
| +0.1% | +$10.7K | 6.68% | 5 |
|
|
2024
Q3 | $9.86M | Buy |
398,183
+20,595
| +5% | +$510K | 6.89% | 3 |
|
|
2024
Q2 | $8.83M | Buy |
377,588
+26,245
| +7% | +$614K | 6.65% | 5 |
|
|
2024
Q1 | $8.6M | Buy |
351,343
+8,485
| +2% | +$208K | 7.13% | 3 |
|
|
2023
Q4 | $7.91M | Buy |
342,858
+154,550
| +82% | +$3.57M | 7.39% | 2 |
|
|
2023
Q3 | $3.97M | Buy |
188,308
+12,936
| +7% | +$273K | 4.27% | 9 |
|
|
2023
Q2 | $3.94M | Sell |
175,372
-7,795
| -4% | -$175K | 4.25% | 9 |
|
|
2023
Q1 | $3.93M | Buy |
183,167
+14,932
| +9% | +$321K | 4.34% | 9 |
|
|
2022
Q4 | $3.8M | Buy |
+168,235
| New | +$3.8M | 4.05% | 10 |
|