Number of Shares
125,219.00
Current Holdings Value*
$7.33 Mil
% of Portfolio
6.65%
Total Estimate Gain
$372,445.02
% of Total Estimate Gain
4.87%

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

As of 2025-03-31, Fairway Financial, LLC held 125,219.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $7.33 Mil. This investment constitutes 6.65% of their stock portfolio, and Fairway Financial, 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 Fairway Financial, LLC has made 1 purchases of RDVY, at an average price of $61.05, for a total of 125,219.00 shares. Based on historical transaction data and RDVY's current price of $64.02, Fairway Financial, LLC's estimated gain on his RDVY holdings is $372,445.02, reflecting a 4.87% gain to date.

Fairway Financial, LLC RDVY ($64.02) Holding Chart

Fairway Financial, 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 %

Top Ranked Articles

  • 1