POM Investment Strategies’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.7K	Sell	736 -29	-4%	-$2.18K	0.07%	77
2026 Q1	$52.2K	Buy	+765	New	+$54.5K	0.06%	106
2025 Q3	–	Sell	-1	Closed	-$41	–	216
2025 Q2	$41	Sell	1 -119,641	-100%	-$7.04M	﹤0.01%	135
2025 Q1	$7M	Sell	119,642 -16,575	-12%	-$1.01M	8.19%	4
2024 Q4	$8.06M	Buy	136,217 +1,021	+0.8%	+$62.3K	6.07%	8
2024 Q3	$8M	Buy	135,196 +323	+0.2%	+$18.4K	6.25%	7
2024 Q2	$7.38M	Sell	134,873 -3,860	-3%	-$211K	5.91%	5
2024 Q1	$7.79M	Buy	138,733 +9,243	+7%	+$485K	6.38%	6
2023 Q4	$6.69M	Buy	+129,490	New	+$6.12M	6.14%	7

Other funds holding RDVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

POM Investment Strategies's RDVY Position: Q2 2026 in Review

POM Investment Strategies reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.8% in Q2 2026, selling an estimated $2.18K and leaving 736 shares worth $59.7K. The position accounts for 0.07% of the portfolio, ranked #77.

POM Investment Strategies first reported a position in RDVY in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.06M in Q4 2024. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

POM Investment Strategies held 736 shares of First Trust Rising Dividend Achievers ETF worth $59.7K as of Q2 2026.
POM Investment Strategies sold 29 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.18K.
First Trust Rising Dividend Achievers ETF made up 0.07% of POM Investment Strategies's portfolio in Q2 2026, its #77 holding.
POM Investment Strategies first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 9 quarters since.
POM Investment Strategies's First Trust Rising Dividend Achievers ETF position peaked at $8.06M in Q4 2024.
808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.