Number of Shares
44,517.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
1.74%
Total Estimate Gain
$878,099.10
% of Total Estimate Gain
8.35%

RiverTree Advisors, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, RiverTree Advisors, LLC held 44,517.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $2.61 Mil. This investment constitutes 1.74% of their stock portfolio, and RiverTree Advisors, LLC now holds 0.02% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2020Q4. And since then RiverTree Advisors, LLC has made 4 purchases of RDVY, at an average price of $43.21, for a total of 243,497.00 shares. In addition, there have been 5 sales at an average price of $43.42 for 198,980.00 shares. Based on historical transaction data and RDVY's current price of $61.95, RiverTree Advisors, LLC's estimated gain on his RDVY holdings is $878,099.10, reflecting a 8.35% gain to date.

RiverTree Advisors, LLC RDVY ($61.95) Holding Chart

RiverTree Advisors, LLC RDVY ($61.95) 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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