U.S. Capital Wealth 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 | $408K | Sell |
16,495
-25
| -0.2% | -$618 | 0.01% | 648 |
|
|
2025
Q1 | $392K | Buy |
16,520
+2,525
| +18% | +$59.9K | 0.01% | 633 |
|
|
2024
Q4 | $339K | Buy |
13,995
+4,495
| +47% | +$109K | 0.01% | 655 |
|
|
2024
Q3 | $234K | Hold |
9,500
| – | – | 0.01% | 646 |
|
|
2024
Q2 | $222K | Hold |
9,500
| – | – | 0.01% | 627 |
|
|
2024
Q1 | $233K | Hold |
9,500
| – | – | 0.01% | 614 |
|
|
2023
Q4 | $219K | Hold |
9,500
| – | – | 0.01% | 614 |
|
|
2023
Q3 | $200K | Hold |
9,500
| – | – | 0.01% | 603 |
|
|
2023
Q2 | $209K | Buy |
+9,500
| New | +$209K | 0.01% | 619 |
|