HC Advisors, LLC FDL Holdings History
HC Advisors, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, HC Advisors, LLC held 378,754.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $16.45 Mil. This investment constitutes 12.32% of their stock portfolio, and HC Advisors, LLC now holds 0.29% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2020Q2. And since then HC Advisors, LLC has made 14 purchases of FDL, at an average price of $28.81, for a total of 488,041.00 shares. In addition, there have been 6 sales at an average price of $34.27 for 109,287.00 shares. Based on historical transaction data and FDL's current price of $42.42, HC Advisors, LLC's estimated gain on his FDL holdings is $5.75 Mil, reflecting a 40.91% gain to date.
HC Advisors, LLC FDL ($42.42) Holding Chart
HC Advisors, LLC 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 % | |||
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