NESTEGG ADVISORS, INC. RDVY Holdings History
Number of Shares
97,601.00
Current Holdings Value*
$5.71 Mil
% of Portfolio
6.07%
Total Estimate Gain
$192,638.24
% of Total Estimate Gain
3.23%
NESTEGG ADVISORS, INC.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, NESTEGG ADVISORS, INC. held 97,601.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $5.71 Mil. This investment constitutes 6.07% of their stock portfolio, and NESTEGG ADVISORS, INC. now holds 0.04% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q4. And since then NESTEGG ADVISORS, INC. has made 1 purchases of RDVY, at an average price of $61.04, for a total of 97,601.00 shares. Based on historical transaction data and RDVY's current price of $63.01, NESTEGG ADVISORS, INC.'s estimated gain on his RDVY holdings is $192,638.24, reflecting a 3.23% gain to date.
NESTEGG ADVISORS, INC. RDVY ($63.01) Holding Chart
NESTEGG ADVISORS, INC. RDVY ($63.01) 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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