Financial Partners Group, Inc RDVY Holdings History
Financial Partners Group, Inc's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Financial Partners Group, Inc held 525,641.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $32.98 Mil. This investment constitutes 4.56% of their stock portfolio, and Financial Partners Group, Inc now holds 0.22% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2020Q2. And since then Financial Partners Group, Inc has made 16 purchases of RDVY, at an average price of $46.73, for a total of 878,499.00 shares. In addition, there have been 5 sales at an average price of $44.01 for 352,858.00 shares. Based on historical transaction data and RDVY's current price of $63.07, Financial Partners Group, Inc's estimated gain on his RDVY holdings is $7.63 Mil, reflecting a 18.59% gain to date.
Financial Partners Group, Inc RDVY ($63.07) Holding Chart
Financial Partners Group, Inc RDVY ($63.07) 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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