Number of Shares
86,462.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
2.37%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
29.15%

Bickling Financial Services, Inc.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2022-12-31, Bickling Financial Services, Inc. held 86,462.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $3.80 Mil. This investment constitutes 2.37% of their stock portfolio, and Bickling Financial Services, Inc. now holds 0.05% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2021Q2. And since then Bickling Financial Services, Inc. has made 6 purchases of RDVY, at an average price of $48.27, for a total of 93,014.00 shares. In addition, there have been 1 sales at an average price of $43.37 for 6,552.00 shares. Based on historical transaction data and RDVY's current price of $63.78, Bickling Financial Services, Inc.'s estimated gain on his RDVY holdings is $1.31 Mil, reflecting a 29.15% gain to date.

Bickling Financial Services, Inc. RDVY ($63.78) Holding Chart

Bickling Financial Services, Inc. RDVY ($63.78) 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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