BEACON FINANCIAL GROUP FDL Holdings History
BEACON FINANCIAL GROUP's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, BEACON FINANCIAL GROUP held 515,183.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $22.38 Mil. This investment constitutes 2.45% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.41% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2014Q1. And since then BEACON FINANCIAL GROUP has made 17 purchases of FDL, at an average price of $26.55, for a total of 2.46 Mil shares. In addition, there have been 16 sales at an average price of $26.60 for 1.95 Mil shares. Based on historical transaction data and FDL's current price of $41.79, BEACON FINANCIAL GROUP's estimated gain on his FDL holdings is $7.96 Mil, reflecting a 12.17% gain to date.
BEACON FINANCIAL GROUP FDL ($41.79) Holding Chart
BEACON FINANCIAL GROUP FDL ($41.79) 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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