Key Client Fiduciary Advisors, LLC RDVY Holdings History
Key Client Fiduciary Advisors, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 291,655.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $18.30 Mil. This investment constitutes 7.4% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0.12% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 8 purchases of RDVY, at an average price of $50.11, for a total of 307,721.00 shares. In addition, there have been 6 sales at an average price of $56.63 for 16,066.00 shares. Based on historical transaction data and RDVY's current price of $64.09, Key Client Fiduciary Advisors, LLC's estimated gain on his RDVY holdings is $4.18 Mil, reflecting a 27.11% gain to date.
Key Client Fiduciary Advisors, LLC RDVY ($64.09) Holding Chart
Key Client Fiduciary Advisors, LLC RDVY ($64.09) 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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