Pom Investment Strategies, LLC First Trust Rising Dividend Ac Transaction History

Pom Investment Strategies, LLC

$133 Billion
Q4 2024

A detailed history of Pom Investment Strategies, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pom Investment Strategies, LLC holds 136,217 shares of RDVY stock, worth $8.34 Million. This represents 6.07% of its overall portfolio holdings.

Number of Shares

136,217

Previous 135,196 0.76%

Holding current value

$8.34 Million

Previous $8 Billion 0.64%

% of portfolio

6.07%

Previous 6.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$58.65 - $64.37 $59,881 - $65,721	1,021 Added 0.76%	136,217 $8.06 Billion
Q3 2024 Oct 18, 2024	BUY	$53.68 - $59.24 $17,338 - $19,134	323 Added 0.24%	135,196 $8 Billion
Q2 2024 Jul 25, 2024	SELL	$53.05 - $55.95 $204,773 - $215,967	-3,860 Reduced 2.78%	134,873 $7.38 Billion
Q1 2024 May 15, 2024	BUY	$50.05 - $56.17 $6.94 Million - $7.79 Million	138,733 New	138,733 $7.79 Billion
Q4 2023 May 15, 2024	SELL	$43.44 - $52.04 $401,515 - $481,005	-9,243 Reduced 6.66%	129,490 $6.69 Billion

Others Institutions Holding RDVY

# of Institutions

681

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Pom Investment Strategies, LLC First Trust Rising Dividend Ac Transaction History