Number of Shares
113,088.00
Current Holdings Value*
$6.62 Mil
% of Portfolio
7.09%
Total Estimate Gain
$228,474.87
% of Total Estimate Gain
3.31%

Cooper Capital Advisors LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, Cooper Capital Advisors LLC held 113,088.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $6.62 Mil. This investment constitutes 7.09% of their stock portfolio, and Cooper Capital Advisors LLC now holds 0.05% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2024Q4. And since then Cooper Capital Advisors LLC has made 1 purchases of RDVY, at an average price of $60.99, for a total of 113,088.00 shares. Based on historical transaction data and RDVY's current price of $63.01, Cooper Capital Advisors LLC's estimated gain on his RDVY holdings is $228,474.87, reflecting a 3.31% gain to date.

Cooper Capital Advisors LLC RDVY ($63.01) Holding Chart

Cooper Capital 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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