BlueChip Wealth Advisors LLC FDL Holdings History
BlueChip Wealth Advisors LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 184,086.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $8.00 Mil. This investment constitutes 3.93% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.14% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2023Q4. And since then BlueChip Wealth Advisors LLC has made 4 purchases of FDL, at an average price of $36.02, for a total of 184,580.00 shares. In addition, there have been 1 sales at an average price of $40.35 for 494.00 shares. Based on historical transaction data and FDL's current price of $41.86, BlueChip Wealth Advisors LLC's estimated gain on his FDL holdings is $1.08 Mil, reflecting a 16.19% gain to date.
BlueChip Wealth Advisors LLC FDL ($41.86) Holding Chart
BlueChip Wealth Advisors LLC FDL ($41.86) 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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