Ergawealth Advisors, Inc. FDL Holdings History
Ergawealth Advisors, Inc.'s First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-06-30, Ergawealth Advisors, Inc. held 39,000.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $1.63 Mil. This investment constitutes 0.73% of their stock portfolio, and Ergawealth Advisors, Inc. now holds 0.03% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2023Q1. And since then Ergawealth Advisors, Inc. has made 4 purchases of FDL, at an average price of $36.88, for a total of 214,951.00 shares. In addition, there have been 6 sales at an average price of $36.00 for 175,951.00 shares. Based on historical transaction data and FDL's current price of $43.53, Ergawealth Advisors, Inc.'s estimated gain on his FDL holdings is $106,219.04, reflecting a 1.34% gain to date.
Ergawealth Advisors, Inc. FDL ($43.53) Holding Chart
Ergawealth Advisors, Inc. FDL ($43.53) 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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