Number of Shares
39,000.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
0.73%
Total Estimate Gain
$106,219.04
% of Total Estimate Gain
1.34%

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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