Forefront Wealth Partners, LLC RDVY Holdings History
Forefront Wealth Partners, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Forefront Wealth Partners, LLC held 37,887.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $2.22 Mil. This investment constitutes 1.51% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0.02% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2025Q1. And since then Forefront Wealth Partners, LLC has made 1 purchases of RDVY, at an average price of $60.78, for a total of 37,887.00 shares. Based on historical transaction data and RDVY's current price of $62.09, Forefront Wealth Partners, LLC's estimated gain on his RDVY holdings is $49,631.97, reflecting a 2.16% gain to date.
Forefront Wealth Partners, LLC RDVY ($62.09) Holding Chart
Forefront Wealth Partners, LLC RDVY ($62.09) 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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