Genesee Capital Advisors, LLC RDVY Holdings History
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 $64.25, Genesee Capital Advisors, LLC's estimated gain on his RDVY holdings is $180,262.34, reflecting a 1.11% gain to date.
Genesee Capital Advisors, LLC RDVY ($64.25) Holding Chart
Genesee Capital Advisors, LLC RDVY ($64.25) 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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