Number of Shares
302,041.00
Current Holdings Value*
$18.95 Mil
% of Portfolio
4.57%
Total Estimate Gain
$5.83 Mil
% of Total Estimate Gain
31.04%

ABLE Financial Group, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-06-30, ABLE Financial Group, LLC held 302,041.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $18.95 Mil. This investment constitutes 4.57% of their stock portfolio, and ABLE Financial Group, LLC now holds 0.13% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2023Q1. And since then ABLE Financial Group, LLC has made 5 purchases of RDVY, at an average price of $46.75, for a total of 401,873.00 shares. In addition, there have been 4 sales at an average price of $57.74 for 99,832.00 shares. Based on historical transaction data and RDVY's current price of $62.42, ABLE Financial Group, LLC's estimated gain on his RDVY holdings is $5.83 Mil, reflecting a 31.04% gain to date.

ABLE Financial Group, LLC RDVY ($62.42) Holding Chart

ABLE Financial Group, LLC RDVY ($62.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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