Triumph Capital Management RDVY Holdings History
Triumph Capital Management's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Triumph Capital Management held 144,621.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $9.07 Mil. This investment constitutes 2.72% of their stock portfolio, and Triumph Capital Management now holds 0.06% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q2. And since then Triumph Capital Management has made 12 purchases of RDVY, at an average price of $49.77, for a total of 256,508.00 shares. In addition, there have been 3 sales at an average price of $44.49 for 111,887.00 shares. Based on historical transaction data and RDVY's current price of $64.02, Triumph Capital Management's estimated gain on his RDVY holdings is $1.47 Mil, reflecting a 11.52% gain to date.
Triumph Capital Management RDVY ($64.02) Holding Chart
Triumph Capital Management RDVY ($64.02) 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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