Number of Shares
133,408.00
Current Holdings Value*
$7.81 Mil
% of Portfolio
2.34%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
8.22%

Mach-1 Financial Group, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, Mach-1 Financial Group, LLC held 133,408.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $7.81 Mil. This investment constitutes 2.34% of their stock portfolio, and Mach-1 Financial Group, LLC now holds 0.06% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2022Q2. And since then Mach-1 Financial Group, LLC has made 6 purchases of RDVY, at an average price of $57.03, for a total of 267,109.00 shares. In addition, there have been 5 sales at an average price of $59.58 for 133,701.00 shares. Based on historical transaction data and RDVY's current price of $63.87, Mach-1 Financial Group, LLC's estimated gain on his RDVY holdings is $1.25 Mil, reflecting a 8.22% gain to date.

Mach-1 Financial Group, LLC RDVY ($63.87) Holding Chart

Mach-1 Financial Group, LLC RDVY ($63.87) 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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