Bennett Associates Wealth Management FDL Holdings History
Bennett Associates Wealth Management's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, Bennett Associates Wealth Management held 95,457.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $4.15 Mil. This investment constitutes 3.42% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.08% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 3 purchases of FDL, at an average price of $34.55, for a total of 97,261.00 shares. In addition, there have been 2 sales at an average price of $38.46 for 1,804.00 shares. Based on historical transaction data and FDL's current price of $42.42, Bennett Associates Wealth Management's estimated gain on his FDL holdings is $758,741.41, reflecting a 22.58% gain to date.
Bennett Associates Wealth Management FDL ($42.42) Holding Chart
Bennett Associates Wealth Management FDL ($42.42) 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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