AJ Advisors, LLC RDVY Holdings History
AJ Advisors, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, AJ Advisors, LLC held 158,062.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $9.25 Mil. This investment constitutes 4.74% of their stock portfolio, and AJ Advisors, LLC now holds 0.07% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2022Q4. And since then AJ Advisors, LLC has made 9 purchases of RDVY, at an average price of $45.09, for a total of 160,912.00 shares. In addition, there have been 1 sales at an average price of $54.67 for 2,850.00 shares. Based on historical transaction data and RDVY's current price of $63.01, AJ Advisors, LLC's estimated gain on his RDVY holdings is $2.86 Mil, reflecting a 39.40% gain to date.
AJ Advisors, LLC RDVY ($63.01) Holding Chart
AJ Advisors, LLC RDVY ($63.01) 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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