SWC
Spectrum Wealth Counsel’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 | $25.2M | Buy |
1,061,445
+11,046
| +1% | +$262K | 3.02% | 5 |
|
|
2024
Q4 | $25.5M | Sell |
1,050,399
-3,606
| -0.3% | -$87.4K | 2.99% | 5 |
|
|
2024
Q3 | $26M | Buy |
1,054,005
+189,767
| +22% | +$4.68M | 3.07% | 4 |
|
|
2024
Q2 | $20.2M | Sell |
864,238
-42,434
| -5% | -$992K | 2.56% | 6 |
|
|
2024
Q1 | $22.2M | Buy |
906,672
+97,900
| +12% | +$2.4M | 2.72% | 5 |
|
|
2023
Q4 | $18.7M | Buy |
+808,772
| New | +$18.7M | 2.59% | 6 |
|