EverSource Wealth 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 | $819K | Buy |
33,125
+4,148
| +14% | +$102K | 0.04% | 323 |
|
|
2025
Q1 | $687K | Buy |
28,977
+3,725
| +15% | +$88.4K | 0.04% | 318 |
|
|
2024
Q4 | $612K | Buy |
25,252
+126
| +0.5% | +$3.05K | 0.03% | 331 |
|
|
2024
Q3 | $619K | Buy |
25,126
+11,218
| +81% | +$276K | 0.04% | 293 |
|
|
2024
Q2 | $344K | Sell |
13,908
-1,203
| -8% | -$29.8K | 0.02% | 402 |
|
|
2024
Q1 | $349K | Buy |
15,111
+10,291
| +214% | +$238K | 0.03% | 344 |
|
|
2023
Q4 | $111K | Buy |
+4,820
| New | +$111K | 0.01% | 596 |
|