Milestone Asset 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 | $993K | Buy |
40,171
+12,940
| +48% | +$320K | 0.21% | 89 |
|
2025
Q1 | $646K | Sell |
27,231
-22,834
| -46% | -$542K | 0.14% | 117 |
|
2024
Q4 | $1.21M | Sell |
50,065
-56,684
| -53% | -$1.37M | 0.27% | 86 |
|
2024
Q3 | $2.63M | Sell |
106,749
-14,787
| -12% | -$364K | 0.59% | 37 |
|
2024
Q2 | $2.84M | Buy |
121,536
+26,427
| +28% | +$618K | 0.71% | 32 |
|
2024
Q1 | $2.33M | Buy |
+95,109
| New | +$2.33M | 0.67% | 38 |
|