Elevation Capital Advisory, LLC FDL Holdings History
Elevation Capital Advisory, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, Elevation Capital Advisory, LLC held 221,959.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $9.64 Mil. This investment constitutes 4.21% of their stock portfolio, and Elevation Capital Advisory, LLC now holds 0.17% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2025Q1. And since then Elevation Capital Advisory, LLC has made 1 purchases of FDL, at an average price of $42.26, for a total of 221,959.00 shares. Based on historical transaction data and FDL's current price of $42.40, Elevation Capital Advisory, LLC's estimated gain on his FDL holdings is $31,074.26, reflecting a 0.33% gain to date.
Elevation Capital Advisory, LLC FDL ($42.40) Holding Chart
Elevation Capital Advisory, LLC FDL ($42.40) 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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