BARNES PETTEY FINANCIAL ADVISORS, LLC RDVY Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 129,514.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $7.58 Mil. This investment constitutes 5.9% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.06% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2022Q1. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 12 purchases of RDVY, at an average price of $48.46, for a total of 130,620.00 shares. In addition, there have been 2 sales at an average price of $49.63 for 1,106.00 shares. Based on historical transaction data and RDVY's current price of $64.02, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his RDVY holdings is $2.02 Mil, reflecting a 31.87% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC RDVY ($64.02) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC RDVY ($64.02) 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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