Csenge Advisory Group FDL Holdings History

Number of Shares
1.77 Mil
Current Holdings Value*
$71.06 Mil
% of Portfolio
4.03%
Total Estimate Gain
$11.33 Mil
% of Total Estimate Gain
17.43%

Csenge Advisory Group's First Trust Morningstar Dividend Leaders Index Fund Holding Summary

As of 2025-03-31, Csenge Advisory Group held 1.77 Mil shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $71.06 Mil. This investment constitutes 4.03% of their stock portfolio, and Csenge Advisory Group now holds 1.38% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.

The initial trade took place in 2020Q3. And since then Csenge Advisory Group has made 17 purchases of FDL, at an average price of $36.37, for a total of 1.79 Mil shares. In addition, there have been 2 sales at an average price of $40.10 for 13,588.00 shares. Based on historical transaction data and FDL's current price of $42.73, Csenge Advisory Group's estimated gain on his FDL holdings is $11.33 Mil, reflecting a 17.43% gain to date.

Csenge Advisory Group FDL ($42.73) Holding Chart

Csenge Advisory Group FDL ($42.73) 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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