First Heartland Consultants, Inc. FDL Holdings History
First Heartland Consultants, Inc.'s First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, First Heartland Consultants, Inc. held 273,750.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $11.89 Mil. This investment constitutes 1.23% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.21% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2014Q1. And since then First Heartland Consultants, Inc. has made 14 purchases of FDL, at an average price of $36.45, for a total of 479,895.00 shares. In addition, there have been 11 sales at an average price of $35.69 for 206,145.00 shares. Based on historical transaction data and FDL's current price of $43.42, First Heartland Consultants, Inc.'s estimated gain on his FDL holdings is $1.75 Mil, reflecting a 10.03% gain to date.
First Heartland Consultants, Inc. FDL ($43.42) Holding Chart
First Heartland Consultants, Inc. FDL ($43.42) 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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