Plotkin Financial Advisors, LLC RDVY Holdings History
Plotkin Financial Advisors, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 174,858.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $10.24 Mil. This investment constitutes 6.29% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0.07% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q3. And since then Plotkin Financial Advisors, LLC has made 6 purchases of RDVY, at an average price of $50.13, for a total of 218,393.00 shares. In addition, there have been 8 sales at an average price of $49.00 for 43,535.00 shares. Based on historical transaction data and RDVY's current price of $63.78, Plotkin Financial Advisors, LLC's estimated gain on his RDVY holdings is $2.34 Mil, reflecting a 21.36% gain to date.
Plotkin Financial Advisors, LLC RDVY ($63.78) Holding Chart
Plotkin Financial Advisors, 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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