Intellus Advisors LLC RDVY Holdings History
Intellus Advisors LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Intellus Advisors LLC held 314,599.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $18.42 Mil. This investment constitutes 3.22% of their stock portfolio, and Intellus Advisors LLC now holds 0.13% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q4. And since then Intellus Advisors LLC has made 1 purchases of RDVY, at an average price of $61.05, for a total of 314,599.00 shares. Based on historical transaction data and RDVY's current price of $63.07, Intellus Advisors LLC's estimated gain on his RDVY holdings is $636,518.95, reflecting a 3.31% gain to date.
Intellus Advisors LLC RDVY ($63.07) Holding Chart
Intellus Advisors LLC 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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