POM Investment Strategies’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

POM Investment Strategies’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-769	Closed	-$18.6K	–	330
2024 Q4	$18.6K	Hold	769	–	–	0.01%	125
2024 Q3	$18.9K	Sell	769 -1	-0.1%	-$24	0.01%	105
2024 Q2	$18K	Sell	770 -3,206	-81%	-$75.7K	0.01%	134
2024 Q1	$97.3K	Sell	3,976 -5,466	-58%	-$126K	0.08%	51
2023 Q4	$218K	Buy	+9,442	New	+$202K	0.2%	32

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

POM Investment Strategies's RDVI Position: Q1 2025 in Review

POM Investment Strategies sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q1 2025, closing a stake of 769 shares — an estimated $18.6K sold.

POM Investment Strategies first reported a position in RDVI in Q4 2023 and held it in 5 quarters. The position peaked at $218K in Q4 2023. 229 funds tracked by Wall St. Rank hold RDVI as of Q1 2025.

POM Investment Strategies reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
POM Investment Strategies sold 769 FT Vest Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $18.6K.
POM Investment Strategies first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2023 and held it in 5 quarters.
POM Investment Strategies's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $218K in Q4 2023.
229 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.