Mainsail Financial Group, LLC RDVY Holdings History
Mainsail Financial Group, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Mainsail Financial Group, LLC held 156,483.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $9.76 Mil. This investment constitutes 4.55% of their stock portfolio, and Mainsail 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 2022Q4. And since then Mainsail Financial Group, LLC has made 8 purchases of RDVY, at an average price of $49.50, for a total of 158,610.00 shares. In addition, there have been 2 sales at an average price of $45.68 for 2,127.00 shares. Based on historical transaction data and RDVY's current price of $63.78, Mainsail Financial Group, LLC's estimated gain on his RDVY holdings is $2.23 Mil, reflecting a 28.37% gain to date.
Mainsail Financial Group, LLC RDVY ($63.78) Holding Chart
Mainsail Financial Group, 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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