RDVI β€” FIRST TR EXCHANGE-TRADED FD IV VEST RISING DIVIDEND ACHIEVERS INCOME ETF

Ownership history in VIMA LLC  Β·  3 quarters on record

AI Ownership Summary

VIMA LLC reported FIRST TR EXCHANGE-TRADED FD IV VEST RISING DIVIDEND ACHIEVERS INCOME ETF (RDVI) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 2.68% in 2024 Q3. The latest visible filing shows RDVI at 2.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RDVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VIMA LLC's position in FIRST TR EXCHANGE-TRADED FD IV VEST RISING DIVIDEND ACHIEVERS INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

RDVI was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VIMA LLC held RDVI β€” position size vs. price
% of Fund (quarterly)    RDVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 53,466 +8,453 +18.8% 2.68% $1.3M 2024-11-14 (Est.) $23.04
2024 Q2 ADDED 45,013 +44,924 +50476.4% 2.29% $1.1M 2024-08-08 $20.41
2023 Q4 INITIATED 89 β€” β€” 1.18% $531K 2024-02-16 $19.10

FAQ About VIMA LLC and RDVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has VIMA LLC reported owning RDVI?

VIMA LLC reported RDVI across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported RDVI position in VIMA LLC's portfolio?

The largest reported portfolio weight for RDVI was 2.68% in 2024 Q3.

What is the latest reported RDVI position on this page?

The most recent filing on this page is 2024 Q3, when VIMA LLC reported 53,466 shares, equal to 2.68% of portfolio, with an estimated market value of $1.3M.

What does the chart on this RDVI ownership page compare?

The chart compares VIMA LLC's quarterly RDVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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