Guerra Advisors Inc FDL Holdings History
Guerra Advisors Inc's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, Guerra Advisors Inc held 111,176.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $4.83 Mil. This investment constitutes 2.7% of their stock portfolio, and Guerra Advisors Inc now holds 0.09% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2025Q1. And since then Guerra Advisors Inc has made 1 purchases of FDL, at an average price of $42.26, for a total of 111,176.00 shares. Based on historical transaction data and FDL's current price of $42.42, Guerra Advisors Inc's estimated gain on his FDL holdings is $17,788.16, reflecting a 0.38% gain to date.
Guerra Advisors Inc FDL ($42.42) Holding Chart
Guerra Advisors Inc FDL ($42.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
