Number of Shares
76,926.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
2.25%
Total Estimate Gain
$144,107.12
% of Total Estimate Gain
0.89%

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

As of 2025-03-31, Genesee Capital Advisors, LLC held 76,926.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $4.50 Mil. This investment constitutes 2.25% of their stock portfolio, and Genesee Capital Advisors, LLC now holds 0.03% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2022Q1. And since then Genesee Capital Advisors, LLC has made 2 purchases of RDVY, at an average price of $49.76, for a total of 326,386.00 shares. In addition, there have been 11 sales at an average price of $46.01 for 249,460.00 shares. Based on historical transaction data and RDVY's current price of $63.78, Genesee Capital Advisors, LLC's estimated gain on his RDVY holdings is $144,107.12, reflecting a 0.89% gain to date.

Genesee Capital Advisors, LLC RDVY ($63.78) Holding Chart

Genesee Capital Advisors, LLC 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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