KCFA
Key Client Fiduciary 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
Q1 | – | Sell |
-23,415
| Closed | -$568K | – | 198 |
|
|
2024
Q4 | $568K | Sell |
23,415
-3,672
| -14% | -$89K | 0.25% | 91 |
|
|
2024
Q3 | $667K | Buy |
27,087
+131
| +0.5% | +$3.23K | 0.3% | 76 |
|
|
2024
Q2 | $630K | Sell |
26,956
-3,892
| -13% | -$91K | 0.31% | 73 |
|
|
2024
Q1 | $755K | Sell |
30,848
-355
| -1% | -$8.69K | 0.4% | 58 |
|
|
2023
Q4 | $720K | Sell |
31,203
-2,125
| -6% | -$49K | 0.42% | 52 |
|
|
2023
Q3 | $702K | Buy |
33,328
+6,195
| +23% | +$131K | 0.43% | 55 |
|
|
2023
Q2 | $596K | Buy |
27,133
+16,678
| +160% | +$366K | 0.35% | 63 |
|
|
2023
Q1 | $224K | Buy |
+10,455
| New | +$224K | 0.14% | 150 |
|