Goldstone Financial Group, LLC FDL Holdings History
Goldstone Financial Group, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 221,279.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $9.56 Mil. This investment constitutes 1.26% of their stock portfolio, and Goldstone Financial Group, 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 Goldstone Financial Group, LLC has made 2 purchases of FDL, at an average price of $42.02, for a total of 221,279.00 shares. Based on historical transaction data and FDL's current price of $43.02, Goldstone Financial Group, LLC's estimated gain on his FDL holdings is $219,571.17, reflecting a 2.36% gain to date.
Goldstone Financial Group, LLC FDL ($43.02) Holding Chart
Goldstone Financial Group, LLC FDL ($43.02) 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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