Herold 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 | $790K | Sell |
31,958
-20,390
| -39% | -$504K | 0.17% | 139 |
|
|
2025
Q1 | $1.24M | Sell |
52,348
-2,216
| -4% | -$52.6K | 0.27% | 101 |
|
|
2024
Q4 | $1.32M | Buy |
54,564
+580
| +1% | +$14.1K | 0.29% | 93 |
|
|
2024
Q3 | $1.33M | Buy |
53,984
+271
| +0.5% | +$6.68K | 0.29% | 99 |
|
|
2024
Q2 | $1.26M | Buy |
53,713
+459
| +0.9% | +$10.7K | 0.29% | 100 |
|
|
2024
Q1 | $1.3M | Buy |
53,254
+185
| +0.3% | +$4.53K | 0.32% | 91 |
|
|
2023
Q4 | $1.22M | Buy |
53,069
+876
| +2% | +$20.2K | 0.34% | 88 |
|
|
2023
Q3 | $1.1M | Buy |
52,193
+1,099
| +2% | +$23.2K | 0.33% | 85 |
|
|
2023
Q2 | $1.12M | Buy |
+51,094
| New | +$1.12M | 0.34% | 86 |
|